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September 2025 Digital DownloadOur goal is to make Adviser Online your single portal to manage every core adviser function. Read about the important step we’re taking in this journey to simplify and streamline your day-to-day digital experience. | View article |
August 2025 Digital DownloadLast month, we introduced a digital form to roll over external funds into your clients’ super accounts. This is integrated with Macquarie Authenticator, making it secure and easy to use, and will replace the paper form. | View article |
July 2025 Digital DownloadThis month, we uplifted the Adviser Online Client Overview screen to provide you with better transparency into your clients' Macquarie Authenticator registration progress. | View article |
June 2025 Digital DownloadThis 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. | View article |
May 2025 Digital DownloadThis 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. | View article |
April 2025 Digital DownloadThis month, we’re pleased to introduce new serviceability features and enhancements designed to simplify and streamline your experience with our platform. | View article |
March 2025 Digital DownloadWe’re continually evolving your digital experience by uplifting and migrating reporting features from Wrap Online to Adviser Online. | View article |
November Digital Download and 2024 wrap upOur 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. | View article |
September 2024 Digital DownloadRead about the tools we're developing to help you efficiently manage your clients’ account. | View article |
August 2024 Digital DownloadYou’ll soon be able to benefit from significant improvements we’ve made to the Wrap term deposit maturity election process. | View article |
July 2024 Digital DownloadWe’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. | View article |
June 2024 Digital Download
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May 2024 Digital Download
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April 2024 Digital Download
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March 2024 Digital Download
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February 2024 Digital Download
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