Read about recent platform updates in the April Digital Download

Platform updates

18 Apr 2019

Read about recent updates to our wrap, CMA and Macquarie Online Trading platform.

Adviser Online is here – have you logged in to see it yet?

The online experience for how you manage your cash clients has been enhanced. To view your cash clients, including any cash accounts linked to wrap, please log in by selecting Adviser Online from macquarie.com/adviser

Read about what’s new in this article and if you’d like further support or training, please email training@macquarie.com

We hope you enjoy the new-look adviser portal. This is an important step towards bringing all your clients’ Macquarie accounts into a single place and we’ll be in touch again soon regarding new features and functions that will make managing admin tasks easier than ever.

Greater investment choice for your wholesale clients is coming soon

We’re focused on expanding the investment opportunities you can offer your clients. Soon, eligible managed funds offered under an information memorandum (IM funds) will be available to your wholesale clients through the IDPS. With more options available, your wholesale clients can access a more diverse investment portfolio through the one platform.

We’ll get in touch once IM funds are available on the platform to invest.

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 150+ SMAs across 38 SMA managers.

New funds
  
Fidante Partners Bentham Asset Backed Securities Fund (HOW2852AU) **
NAB Asset Management Redpoint Global Listed Infrastructure Fund (PPL0031AU) **
Talaria Capital Talaria Global Equity Fund - Wholesale Units (WFS0547AU) **
Morningstar Investment Mgmt Aust Ltd Morningstar Multi Asset Real Return Fund Class A (INT0040AU) **

**IDPS and Super/Pension
**IDPS and Super/Pension

New SMAs
  
Aro Asset Management Pty Ltd Aro Macro Australian Equities (SMAARO01S)
RM Balanced (SMAARO02S)
RM Conservative (SMAARO03S)
RM Growth (SMAARO04S)
Lonsec Invest Solutions Pty Ltd Lonsec Retirement Managed Portfolio - Balanced (SMALON09S)
Lonsec Retirement Managed Portfolio - Conservative (SMALON10S)
Lonsec Retirement Managed Portfolio - Growth (SMALON11S)


Need help?

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

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