Macquarie is offering a range of new features for its wrap, including improved uploading of client assets and the ability to monitor and manage clients’ model portfolios.
Advisers can make changes to model portfolios online without having to contact Macquarie. The platform is also offering better visibility of trades and transfers carried out on the wrap. The risk-profiling systems admin has also been improved.
Head of distribution John Porteous says: “The suite of functionality and features that we have just released will enable the advisers using Macquarie wrap to be more efficient and provide improved service to their clients.
“This is at the hub of the planning process and integral to our long-term Macquarie wrap vision.”: