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Home» Advisers» Grow your business» Financial planning software

Grow your business

Financial planning software

Macquarie Visor is a comprehensive suite of financial planning tools and software solutions for boutique advisers.

Through flexible, scalable solutions, you can benefit from:

comprehensive client management
wealth creation, insurance and super advice tools
in-depth, quality investment research directly through the software platform
an extensive library of templates and customisable workflows
unlimited access to our experienced technical support team.

Macquarie Visor Software Application

To apply for a licence to use Macquarie Visor or to change an existing licence, please complete the following form by entering your details. If you need any help completing the form, please call 1300 783 603.

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Contact us

1 Shelley St
Sydney NSW 2000
Fax: +61 2 8237 0980

Sales enquiries
Call: +61 2 8245 4000
softwaresales@macquarie.com

Technical support

Hours: 9am - 6pm AEST

Call: 1300 783 603
softwaresupport@macquarie.com

Accounts/Billing
Call: +61 2 8245 4000
softwarebilling@macquarie.com

Where we provide any advice on this website, it has been prepared without considering your objectives, financial situation or needs. Before acting on any advice on this website, you should consider its appropriateness to your circumstances and, if a current offer document is available, read the offer document before acquiring products named on this website.

Past performance of any product described on this site is not a reliable indication of future performance.

Other than Macquarie Bank Limited (Australian Credit Licence (ACL) 237502) and Australian Financial Services Licence (AFSL) 237502) ABN 46 008 583 542 (MBL), any Macquarie Group entity noted on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). That entity's obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.