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Macquarie launches portfolio tool on platform

Macquarie has launched a portfolio tool on its wrap platform to help advisers understand data more easily.

Users of the Macquarie Wrap can now access its My Portfolio tool, enabling them to view consolidated reports of recent and historic transactions and valuations.

The tool can also track chart performance over time and be branded with a company’s logo and colour scheme.

Macquarie Banking and Financial Services Group head of distribution John Porteous says: “Our research had identified the need to understand complex information clearly and the ability to track performance over time as key priorities for both parties.

“Incorporating these needs in to the site, My Portfolio is a valuable tool that allows financial planners to keep clients fully informed about what is happening with their investments at all times.”


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