Read about recent updates to our wrap, CMA and Macquarie Online Trading platform.
Get through to our service representatives faster than ever with Voice ID
Have you registered for Voice ID yet? In the past few months we turned this new ID tech on for advisers and support staff to help streamline the identification process.
Voice ID works in the background to verify your identity while you speak with us so you can get straight into the detail of why you’re calling. And like your fingerprint, your voiceprint is unique, making Voice ID a secure and easy way to verify your identity.
Easier access to online trading resources
We’ve updated our adviser and client websites to provide easier access to the benefits and features of online trading. View all the resources, including new videos from our advisers and clients.
We’ve also added a new managed fund and ETF research and comparison tool on the portal under ‘Quotes and News’. It’s free for all clients and advisers to search, compare and manage their investments. The new research tools give you access to factsheets, performance data, charts and pricing, where you can review a range of over 300 investments.
More insurance choice than ever before
We know choice and flexibility is important, which is why we’ve added four new insurance options in the past two years. Choose from AIA, Zurich, OnePath and most recently TAL.
When you choose insurance through wrap you and your clients can see insurance information in online reporting and within clients’ annual statements. Plus, you can view tax credits immediately for tax deductible premiums.
We’ve also worked with the insurers to help provide flexibility on when premiums can be paid. This helps you manage your clients’ cash flow to maximise the funds available for investing and pay any liabilities as they occur.
Give your clients a more complete view with esi datafeeds in MyProsperity
You can now use MyProsperity to get secure, real time access to Macquarie CMA and wrap accounts, including SMAs as a single line view. This allows you to increase engagement by providing your clients with a more complete view of their finances and saves them time from having to search for missing data.
Invest more with a Macquarie Bank Term Deposit
The investment limit has increased from $1m to $5m for MBL term deposits on wrap. In addition to the broad choice of term deposits available, this change allows you to access competitive rates of return for your clients whether they have smaller balances or are high net worth individuals. All term deposits available through wrap now have the higher limit of $5m.
Less paper, faster information to your clients
We’ve removed more than 50% of the hardcopy correspondence we were issuing to members of our super funds in the past year. And we’re continuing to streamline our correspondence to focus on more digital channels so your clients can receive important information in smarter and more convenient ways.
Get the best price for your clients on wrap
We’ve recently added a new execution venue, ASX Centre Point, to help deliver price improvements whenever you trade domestic listed securities on our wrap platform. No action is needed from you to get the best price on offer – our platform will receive the order like normal, and then deliver the best buy or sell price automatically as a part of our best execution policy.
Get in touch with us if you’d like more information regarding any of these updates.