Read more about how we’re creating a better digital experience on Adviser Online, improving our online application experience for CMA, and adding new helpful resources to Adviser Help Centre.

This month, we’ve released platform and product enhancements to help create a better digital experience for you and your clients. These enhancements include updated features on Adviser Online, an improved online application form for our CMA and making Morningstar profiles available via Adviser Online.


What's new

Keeping you up-to-date with requests submitted in Request Centre

To ensure you’re kept informed of any progress to your requests, we’ve released a new ‘in progress’ indicator which will indicate when an update request has been submitted for a field but not yet processed. It includes a direct link to track the request in Request Centre.

Improving our online application experience to reduce follow-ups and enhance security

We’ve updated our Cash Management Account (CMA) online application with new features to improve your and your client’s experience. Updates include:

  • introducing new and refining existing drop-down menus for existing questions in the application (Source of Funds, Purpose of Investment, nature of business activity and nature of trust activity). 
  • adding new questions for all Business Owners to confirm details such as their trading name, trading address and ABN/ACN. 

Morningstar profiles now available on Adviser Online

We recently replaced the Product Snapshot service located in the Wholesale Fund Information screen with Morningstar profiles. You can access these via ‘Target Market Determinations’ under ‘Tools’ on Adviser Online. 

Improving your portfolio management experience with Digital Portfolio Manager 

We’ve created some enhancements to improve you and your client’s experience. Updates include:

  • set your default method of execution upfront so all your trades are executed in a consistent manner
  • choose a default advice document to use.

Access your Macquarie Wrap client’s trade confirmations online

Your client’s domestic listed security trade confirmations are accessible online. Learn more how to access trade confirmations online here . As trade confirmations are available online anytime, we’re ceasing to email them to Macquarie Wrap clients who still receive trade confirmations. We recently sent you a notice about this change if a trade had been placed in the last year and a trade confirmation was sent. In November, we’ll also be contacting your impacted clients. Please note, this won’t impact Macquarie Vision account holders.

Your clients can read more about accessing trade confirmations online here


Keeping online accounts safe and secure 

In November, we’ll be removing online access for any support staff with Macquarie IDs who haven’t logged in within the past 12 months. This is part of our ongoing commitment to keeping accounts safe and secure online.

If you know of support staff who access Adviser Online account or may not have logged in within the past year, they may be affected by this. If their online access is disabled and they need to use Adviser Online in the future, they can get in touch with us to reactivate it. 


What's next?

Improving your digital experience on Adviser Online

As part of our continued focus to improve your online experience, we’re working on some new features in Adviser Online. These will include:

  • Uplifting the Cash and Term Deposit transactions listing in Adviser Online so you'll notice a new look and feel when accessing this screen and the print deign will also be updated.
  • A new Fee Statement on Adviser Online which allows you to view, print and download fees accrued on the client's account (in dollar values) across different fee categories with a monthly breakdown view, deducted date and details about the product issuer rebates credited for the period selected. 

Notification of your requests in Request Centre

We’re working on delivering real-time notifications for when you submit a request via Request Centre so you’re proactively informed when a request has been received and completed. 

Providing you with an end-to-end portfolio management tool

We’re currently working on some new features for Digital Portfolio Manager. These will include: 

  • Seamless navigation from Adviser Online to Digital Portfolio Manager using Single Sign On 
  • Integrating FAQs into Adviser Help Centre to ensure you can access everything you need to know about Digital Portfolio Manager, in one central location. 

ASX trades executed through Macquarie Equities Limited (MEL)

As part of our continued commitment to investing in upgrading our technology and systems, MEL will soon be appointing Third Party Platform (TPP) to provide clearing and settlement services. This change relates specifically to clearing and settlement and only impacts accounts currently trading through MEL, the default broker for the wrap platform. No action is needed from you in relation to this change. 

 

Please keep an eye out for notifications on Adviser Online and Wrap Online in relation to this change, which will be scheduled over a series of weekends. During this time, it will not be possible to place out of market ASX orders for your clients.

 

Helpful Resources

Top three searched Adviser Help Centre articles

Adviser Help Centre now has close to 900 articles, covering a range of commonly asked questions about various topics. The top three trending articles viewed last month were:

  1. How can I amend the details for an application I’ve submitted?
  2. How can I make Adviser Initiated Payments (AIP) from the cash account?
  3. How can I organise an additional/adhoc pension payment for my client? 


Recently added Adviser Help Centre articles

  1. What is the personal advice exemption for Design and Distribution Obligations (DDO)? 
  2. Where can I get more information on Design and Distribution Obligations (DDO)? 
  3. What is a Target Market Determination (TMD)? 
     

Monthly tips and tricks

This month we published an article on Adviser Help Centre, breaking down the elements of closing your client’s super/pension account to help you with this process. You can read more about this here.

The three key things to consider when closing your client’s account are:

  1. Ensure the account is ready to be closed by selling any assets, ceasing automated plans, DRPs, reviewing the insurance with the client, checking any outstanding dividends and distributions, and claiming outstanding tax deductions.
  2. Follow the instructions correctly including completing a withdrawal/rollover form or SuperStream request form.
  3. Consider the timing for an account closure to take place including discussing individual circumstances and timeframes with your clients to manage expectations of when they should receive the cash payment and when the account should be closed in full.

We've added more managed investments for you to choose from

The choice of managed investments and SMAs continues to grow so you can offer your client a highly tailored investment portfolio. Choose from 700+ managed investments on platform and 170+ SMAs across 40+ SMA managers.

New Managed investments (1 October 2021)

Fund name  APIR Code

Akambo International Fund**

ETL6769AU

Dimensional Emerging Markets Sustainability Trust**

DFA8887AU

Ethical Partners Australian Share Fund Class C**

ETL8683AU

Forager International Shares Fund**

FHT0032AU

L1 Capital International Fund**

ETL1954AU

MCTDF – Mutual Cash**

PRM0010AU

Pendal Sustainable Australian Share Fund**

WFS0285AU

Pinebridge Asia ex Japan Small Cap Genesis Fund*

PER9189AU

Polaris Global Equity No.1 Fund**

MAQ4639AU

Trilogy Enhanced Cash**

TGY9789AU

Trilogy Monthly Income Trust**

TGY0003AU

 

New Wholesale Managed Investments (IM)*

Fund name  APIR Code

-AU Future of Healthcare Fund - Class A units (IM)

AUS4572AU

Spire US Data Centre Colocation Fund II (AUD) (IM)

SPI5102AU

*IDPS only
**IDPS and Super/Pension


Watch and learn our videos on Help Centre 

We’ve created a help centre article, ‘How do I use Adviser Online?’ which contains all of our training videos to help you use Adviser Online and perform common admin functions on our platform for your clients.

We now have a total of 40 videos available.

Request Centre

Request Centre allows you to submit and manage requests in a faster, easier and more secure way. It’s ready for you and your staff to submit new requests via Adviser Online.

Need help?

Get in touch with us if you’d like more information regarding any of these updates.

If you’d like to know more about Digital Portfolio Manager, please contact your Relationship Manager. 

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