Macquarie Access
One point of access to Macquarie Adviser Services’ products
Macquarie Access: one point of access to Macquarie Adviser Services’ products
Macquarie Access supports advisers by combining simplicity with intelligent insights, helping them to gain the foresight their clients demand.
See the whole picture
Macquarie Access brings together data, information and intelligence into one complete picture, so you have the insights that help drive the direction of your clients’ portfolios.
The power of this single view is the ability to see connections in clients’ current activity and highlight opportunity for growth. These insights will provide advisers the information to guide the direction of their clients’ portfolios.
Do you already use Macquarie cash, insurance, mortgages, retail managed funds, retail super or wrap?
Are you a new customer?
Contact us on 1800 808 508 to find out how Macquarie Access can help drive insights and efficiencies in your business.
Get out and about with Access Mobile
We know you’re always on the move, so Macquarie Access is now available on your smart phone, giving you secure, convenient access to client accounts, policies and information when you’re out and about.
- View client profiles, contacts, accounts, in force policies and pending insurance applications
- Search through your client list or account list, or use the ‘recent clients’ list
- Click to call, SMS or email your clients, and link directly to Google Maps
- View current rates and the latest product news
- Access Mobile will securely retain your access code on your smart phone, so you only need to enter your password each time
Access Mobile also offers direct links to download other Macquarie mobile applications – MAStech’s Little Black Book and Macquarie Life Active Body*