Read about recent updates to our wrap, CMA and Macquarie Online Trading platform.
Move faster with SMA switche
You can now transfer assets between SMA accounts without the need to sell down and repurchase. Keep your clients invested in the market and move to new models faster than before with this new feature.
We’ve listened to feedback and have also extended the option for fund manager rebates to be provided at the SMA model level. Clients can now benefit from both the buying power of the wrap platform as well as rebates negotiated by the SMA investment manager.
Calculate fees quickly and efficiently for your wrap clients
We’ve updated our online wrap fee calculator to cater for family grouping, so calculating fees for your clients is simpler than ever. You can now enter up to 6 accounts in a family group, and relevant grouping discounts will be automatically applied.
We’ve also increased the number of maximum assets you can enter per account to more than 100, allowing you to calculate fees for clients with tailored portfolios across one of the largest platform investment menus available.
Access the calculator from the wrap adviser portal by clicking on Fee Calculator under the Quick Links dropdown.
An improved, intuitive online experience for your cash clients
Your cash clients will experience a simpler layout on the online client portal and the ability to search for their accounts on the Reports page. In step with feedback from clients, we’ve also moved Audit Reports to the Reports tab instead of the Account Details tab.
Clients can now also print a payment receipt for funds transfer and BPAY® payments, and include additional payment details in print view (such as biller code, reference, payee BSB and account number).
Get in touch with us if you’d like more information regarding any of these updates.