Read about recent updates in the November Digital Download

07 Nov 2019

Read about our recent platform updates.

In April this year, we launched Adviser Online to view and manage your clients’ cash accounts. This was just the start of improving your online experience, with the aim to create a single online hub for all your client and account related tasks.

We’ve just made some key updates to Adviser Online, including adding Wrap accounts into the portal.

You can learn more about these recent updates below and view the changes right now by logging into Adviser Online via macquarie.com

Wrap accounts, new reporting and Account Dashboard view available now in Adviser Online

Wrap accounts are now available in Adviser Online! Simply log in to Adviser Online via macquarie.com to view all your clients’ cash and wrap accounts in the one spot.

You can now get a better view of your client’s portfolio with new reporting options and the Account Dashboard view, which provides a snapshot of the wrap account, including asset allocation, portfolio totals and balance history.

Read more here.

New homepage layout and improved navigation to key features and functions

Experience a smoother digital interface, which is now more closely aligned with our client portal – Macquarie Online.

The key change you’ll notice in Adviser Online is the new left-side navigation menu which has been designed to help you jump to key features and functions in a quicker and simpler way.

Read more here.

Find accounts faster, with Global Account Search

The Global Account Search bar makes accounts easy to find. This new search bar appears at the top of every page, ready to deliver results as soon as you start typing.

Just type in an account name or number and then click on the result to drill down on their account.

Read more here.

Share your feedback so we can continue to improve your online experience

Your feedback is highly valued and helps drive decisions on how to improve your online experience, so we’ve made it easier for you to provide your feedback to us.

As you navigate your way through Adviser Online, the feedback function will follow. When you submit feedback, you’ll now be able to provide a rating and write comments about your online experience.

Read more here.

We've added more managed funds for you to choose from

Your choice of funds and SMAs continues to grow so you can offer your client a highly tailored investment portfolio. Choose from 700+ managed investments on platform and 170+ SMAs across 40+ SMA managers.

New funds
Ausbil Active Sustainable Equity Fund
AAP3940AU *
CC JCB Global Bond Fund - unhedged Class B Units
CHN1425AU **
Ellerston JAADE Australian Private Assets Fund (Retail)
ECL2707AU *
EQT Diversified Fixed Income Fund
ETL0420AU *
EQT Wholesale Mortgage Income Fund
ETL0122AU **
Alphinity Global Equity Fund
HOW0164AU **
INVESCO Wholesale Australian Share Fund
CNA0811AU **
Macquarie Multi-Asset Opportunities Fund
MAQ3069AU **
Pendal Sustainable Australian Fixed Interest Fund
BTA0507AU *
RARE Infrastructure Income Fund - Class A
TGP0016AU **

 

New fund-like securities
KKR Credit Income Fund
KKC**
360 Capital Digital Infrastructure Fund
TDI**

**IDPS and Super/Pension
*IDPS only

Our platform evolution is here. And we’re here to support you

Would you like more training or support with the recent Adviser Online changes? Or would you like to learn more about the new Macquarie Wrap products that will be launched soon?

We’re holding training webinars throughout November and December on these topics.

View sessions and register.

Need help?

Get in touch with us if you’d like more information regarding any of these updates.

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