Digital portfolio manager is an end to end portfolio management engine. It's configured to your firm's investment philosophy and automates investment recommendations, generates advice documentation, streamlines digital authorisation and allows you to execute trades on Macquarie Wrap.
"Digital portfolio manager offers firms the chance to re-think and scale their end-to-end portfolio management process"
Generate investment advice in under 60 seconds, so you can focus on your client relationships and have more strategic conversations. We support more than 65,000 investment options, including direct equities, SMAs, managed funds, ETFs, direct bonds and direct property, as well as off-platform holdings.
Customise the investment engine to align to your firm's investment philosophy, APL and risk profiles, and reduce risk by helping your advisers apply your philosophy consistently each time.
Generate scaled investment SOAs and ROAs in an editable digital format. Incorporate adviser, administration and investment management fees with hyperlinks to all relevant PDSs.
Deliver investment advice using a controlled, auditable process. Generate health scores for each client portfolio to reduce subjectivity risk and assess when it's time to rebalance.
For investments available on the Macquarie platform, trades can be sent to Macquarie Wrap to be executed.
Enjoy the support of an enterprise partner and access equity research from Macquarie's global research analysts.
This information is provided by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492. This information is provided for the use of licensed financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.
Funds invested on your behalf by MIML are not deposits with or other liabilities of Macquarie Bank Limited ABN 46008583542 or any other entity of the Macquarie Group and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of Macquarie Bank Limited, MIML, or any other member of the Macquarie Group guarantees any particular rate of return or the performance of the investments, nor do they guarantee the repayment of capital.
The Digital Portfolio Manager is a software tool provided by Macquarie Investment Management Limited to assist advisers in providing financial advice to their clients. The tool itself is not financial advice and it is an adviser’s responsibility to ensure that any financial advice they provide to clients complies with relevant laws.