Platform of the year

For the second consecutive year, Macquarie Wrap has taken top honours in both the Financial Review Smart Investor Superannuation platform of the year award and the Wealth Insights Platform Service Level Report Rankings.

This is a testament to Macquarie’s innovative platform technology and outstanding service designed to make managing your clients' superannuation and pension savings simple, transparent and effective.

Macquarie Wrap offers a broad range of investments including ASX-listed securities, managed investments and term deposits. Have the freedom to invest where you want in one accessible account - we aim to provide you and your clients with better value and greater visibility.

 

Wealth Insights platform of the year

Macquarie Wrap has taken top honours in the Wealth Insights Platform Service Level Report Rankings - for the second consecutive year.

Macquarie Wrap has been ranked first or second every year for the past six years, testament to our continuing investment in and enhancement of our Wrap platform.

Macquarie Wrap ranked first and significantly outperformed other wrap providers in the following individual quality performance categories:

• overall performance
• platform offering
• ease of doing business
• administrative support

Macquarie Wrap also ranked first for:

• managed fund menus to suit most clients
• direct equities offering
• responsiveness to add funds quickly

In addition to product excellence, Macquarie Wrap achieved satisfaction scores that were the highest in the industry in the following areas:

• general accessibility to staff (right person at right time)
• call centre efficiency
• ease of making amendments
• ability to resolve problems quickly and efficiently

These are important drivers that improve the process of advice, for you and your clients.

About Wealth Insights

The Wealth Insights Platform Report is an industry wide customer satisfaction tracking survey. Wealth Insights are considered an industry standard measure of financial adviser satisfaction with service levels provided by platform providers, as they examine planner satisfaction among the top firms that represent a majority of the Australian market.

This independent research assists in establishing a better understanding the needs, expectations and desires of today’s planners and such they set a quality benchmark for the industry.

Smart Investor superannuation platform of the year

For the second consecutive year Macquarie Wrap has won the 2012 Financial Review Blue Ribbon Smart Investor  Superannuation platform of the year award.

Macquarie Wrap was ranked first by the judging panel for offering an extensive investment menu with over 570 managed investments as well as listed securities and a panel of term deposit providers.

Justin Delaney, Macquarie's head of platform advisory said "The keys for platforms are wide choice, transparency and a good support system. What we are after is offering a good product at a good price." 

About Smart Investor Blue Ribbon Awards

The team at Financial Review Smart Investor is deep into research and analysis for our annual Blue Ribbon Awards, which recognise the top insurance, banking and investment products in the country.

Chosen in association with research houses Morningstar, infochoice, Lonsec and Rice Warner Actuaries, these are Australia’s highest quality, lowest cost products. And in these tighter economic times, we could all do with products that offer good value. 

About Macquarie Wrap

Since its inception in 1999, Macquarie Wrap has been offering market-leading solutions to support advisers and their clients by streamlining the administration of investment portfolios, simply and efficiently.

Macquarie continually strives to deliver responsive investment and administration solutions to give you more time to better connect with your clients – no matter how complex their needs. We also understand the importance of your practice being able to adapt to changing investor expectations. That’s why we offer you a choice of platforms for your clients.

> Find out more at macquarie.com.au/wrap

Macquarie Wrap Consolidator Series: Connecting you and your clients

The logical complement to our existing suite of Wrap solutions, Macquarie’s Consolidator Series of Investment, Superannuation and Pension accounts aligns the interests of both you and your clients. Its competitive fee structure encourages clients to consolidate more of their managed investment and listed security holdings into their account – so they get better value and you get greater visibility. 

We manage the paperwork, you manage a truly consolidated and transparent portfolio with a flexible, full-service platform designed to meet the changing needs of your clients.

> Find out more at macquarie.com.au/consolidator

Key research statistics

Please find below a selection of key metrics ranking Macquarie Wrap number one in the Wealth Insights Platform Report.