Product and platform updates

June Digital Download

 This month, we’ve made significant improvements to Request Centre and have given your team greater visibility on the status of requests.

We’ve also introduced new chat features that allow you to initiate a chat with us when it’s most convenient for you. 

May Digital Download

This month, we’ve made significant enhancements to the Adviser Help Centre, including a new Google-powered search engine and improved content to help you find the information you need more quickly and efficiently.  

April Digital Download

This month, we’re pleased to introduce new serviceability features and enhancements designed to simplify and streamline your experience with our platform.  

March Digital Download

We’re continually evolving your digital experience by uplifting and migrating reporting features from Wrap Online to Adviser Online.  

November Digital Download and 2024 wrap up

Our final Digital Download of 2024 outlines changes and updates we’ve made to our platform and products in November, as well as a summary of key releases and updates this year.

September Digital Download

Read about the tools we're developing to help you efficiently manage your clients’ account.

August Digital Download

You’ll soon be able to benefit from significant improvements we’ve made to the Wrap term deposit maturity election process.

July Digital Download

We’re expanding our pension functionality in Adviser Online, and soon you’ll be able to roll over your pension clients into an APRA regulated fund or SMSF.  

June 2024 Digital Download

You can now generate consolidated report packs which include your clients’ portfolio performance using Report Builder in Adviser Online.

May 2024 Digital Download

We're increasing the visibility over your clients’ portfolio's performance in Adviser Online.

April 2024 Digital Download

We’re excited to release an uplifted experience when making SMA income elections for your clients.

March 2024 Digital Download

We’ve delivered some exciting features and enhancements to elevate your online experience and maximise efficiency.

February 2024 Digital Download

As we dive into 2024, we’re excited to share what we’re working on to help you deliver exceptional service to your clients.

December 2023 Digital Download

This year, we’ve released a significant number of new features and enhanced tools and hope you’ve enjoyed the benefits.

November 2023 Digital Download

We’re focused on using leading technology to make your life easy, so you have more time to focus on your business and clients.

October 2023 Digital Download

We’re committed to providing you and your clients with tools and features that are secure and enabled through market-leading digital functionality.

September 2023 Digital Download

Our latest release of account-level performance reporting in Adviser Online is built to give you confidence.

August 2023 Digital Download

We've added a new page in Adviser Online called ‘My access’ which displays the adviser and dealer codes you have access to, and your level of access.

July 2023 Digital Download

Protecting you, your business and your clients is our top priority, which is why this month, our focus is on multi-factor authentication for Adviser Online. 

October Digital Download

Read more about how you can initiate your clients mobile number update via live chat plus other updates and changes we’re making to our platform and products.

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June Digital Download

You can now generate consolidated report packs which include your clients’ portfolio performance using Report Builder in Adviser Online.

View article

May Digital Download

We're increasing the visibility over your clients’ portfolio's performance in Adviser Online.

View article

April Digital Download

We’re excited to release an uplifted experience when making SMA income elections for your clients.

View article

March Digital Download

We’ve delivered some exciting features and enhancements to elevate your online experience and maximise efficiency.

View article

DocuSign® instructions for Cash & Wrap products

In addition to the suite of digital solutions we currently offer to help you and your clients manage requests, we’re now also supporting DocuSign® signatures.

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February Digital Download 2025

As our platform development journey continues, we’re excited to share the first of many updates in our February Digital Download.

November Digital Download and 2024 wrap up

Our final Digital Download of 2024 outlines changes and updates we’ve made to our platform and products in November, as well as a summary of key releases and updates this year.

October Digital Download

Read more about how you can initiate your clients mobile number update via live chat plus other updates and changes we’re making to our platform and products.

September Digital Download

Read about the tools we're developing to help you efficiently manage your clients’ account.

August Digital Download

You’ll soon be able to benefit from significant improvements we’ve made to the Wrap term deposit maturity election process.

July Digital Download

We’re expanding our pension functionality in Adviser Online, and soon you’ll be able to roll over your pension clients into an APRA regulated fund or SMSF.  

June 2024 Digital Download

You can now generate consolidated report packs which include your clients’ portfolio performance using Report Builder in Adviser Online.

May 2024 Digital Download

We're increasing the visibility over your clients’ portfolio's performance in Adviser Online.

April 2024 Digital Download

We’re excited to release an uplifted experience when making SMA income elections for your clients.

March 2024 Digital Download

We’ve delivered some exciting features and enhancements to elevate your online experience and maximise efficiency.

February 2024 Digital Download

As we dive into 2024, we’re excited to share what we’re working on to help you deliver exceptional service to your clients.

December 2023 Digital Download

This year, we’ve released a significant number of new features and enhanced tools and hope you’ve enjoyed the benefits.

November 2023 Digital Download

We’re focused on using leading technology to make your life easy, so you have more time to focus on your business and clients.

October 2023 Digital Download

We’re committed to providing you and your clients with tools and features that are secure and enabled through market-leading digital functionality.

September 2023 Digital Download

Our latest release of account-level performance reporting in Adviser Online is built to give you confidence.

August 2023 Digital Download

We've added a new page in Adviser Online called ‘My access’ which displays the adviser and dealer codes you have access to, and your level of access.

July 2023 Digital Download

Protecting you, your business and your clients is our top priority, which is why this month, our focus is on multi-factor authentication for Adviser Online. 

June 2023 Digital Download

We're introducing multi-factor authentication when you first log in to Adviser Online, to confirm you’re logging in from a trusted browser.

May 2023 Digital Download

We’re pleased to let you know that you can now access over 60 different types of client correspondence in Adviser Online.

April 2023 Digital Download

We’ve added three new widgets that provide you with access to relevant and insightful information when you login to Adviser Online. 

March 2023 Digital Download

We’re excited to announce that Live chat is now available in Adviser Online.

February 2023 Digital Download

2023 will be another significant year in our platform development journey. We remain focused on providing the best possible digital experience to you and your clients.

December 2022 Digital Download

This edition will tell you more about what’s on the horizon for 2023, as well as what’s new and what’s coming soon.

November 2022 Digital Download

We're excited to confirm that your clients can now approve Adviser Initiated Payments (AIP) via Macquarie Authenticator.

October 2022 Digital Download

This month, we’ve continued to digitise our products and services.

September 2022 Digital Download

This month, we’ve delivered a number of improvements to your online experience including the ability to select fortnightly pension payments and enhancements on Adviser Online.

August 2022 Digital Download

This month, we’ve also released more digital and product enhancements to help create a better digital experience for you and your clients.

July 2022 Digital Download

Our new Adviser Education page gives you and your practice access to insights, market updates, technical advice, webinars and more. 

June 2022 Digital Download

We’re excited to confirm that the Adviser Initiated Payment limit has now increased from $100,000 to $500,000 for cash accounts.

May 2022 Digital Download

This month, we’ve shared some important information to help you prepare for the end of the financial year (EOFY) including key dates, advice fee consent processing deadlines and more.