Macquarie enhances client reporting functionality
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Macquarie Wrap has enhanced its client reporting functionality to enable advisers to measure the performance of assets previously held elsewhere.
The wrap service now allows reporting on historical transactions for assets that have been transferred to the platform, going back to the inception of the asset.
In addition, the platform now supports reporting for assets held outside of Macquarie’s custody.
Macquarie head of product and proposition Adrian Nash says: “Planners have told us that improving client reporting to address both historical performance measurement and incorporating legacy assets is a key issue for them.
”Our aim is to provide a wrap service that better supports financial planners by delivering greater administration efficiency for them. Improving the efficiency of their business will save planners time, enabling them to spend more time with their clients, delivering better outcomes for all.”
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