Unlock opportunity other advisers can't


We're with Macquarie

Our Macquarie Wrap platform offers simpler, more powerful ways for you to manage your clients’ money.

"We’re continually investing in the evolution of our platform, so that you can focus on what’s valuable – building deeper connections with your clients."

Michelle Weber Head of Wealth Product and Technology

The evolution of Macquarie Wrap


Michelle Weber, Head of Wealth Product and Technology, sits down with award winning journalist, Anne Fulwood, to discuss how we’re helping firms to drive efficiency, reduce the cost of providing advice, and manage risk.

Products

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Macquarie Consolidator II Engage

A flat-fee menu for clients with less complex needs

  • Limited investment menu that suits your clients’ stage of life
  • Access to a choice of four of Macquarie’s institutional-quality index SMAs and four of Macquarie Investment Management’s active SMAs
  • Cash management, term deposit and insurance options
  • Simplicity and transparency of a flat annual account keeping fee.

    See more features for Macquarie Consolidator II Engage
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Digital portfolio manager

Achieve efficiencies with automated investment advice and documentation

  • Generate investment advice in under 60 seconds using your firm’s investment philosophy
  • Automate the generation of investment advice documentation (SOAs and ROAs)
  • Execute approved trades on Macquarie Wrap.

    See more features for digital portfolio manager
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Managed accounts

Focus on client conversations

  • Set investment objectives with your clients upfront, and then rebalance without requiring additional investment advice
  • Spend more time with clients focusing on their goals and less time talking about individual asset performance
  • Buy SMAs from our existing menu, build your own SMA, or partner with an experienced, qualified partner to jointly manage your SMA.

    See more features for managed accounts

Your Macquarie platform ecosystem

3,400 + investment choices

7,200 + advisers

185,000 + clients

 

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Additional information

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.

The Macquarie Wrap products referred to on this page are issued by MIML. This information doesn’t take into account individual needs or financial situations - consider our Product Disclosure Statement (or other applicable offer document(s)) available on the Macquarie website, to decide if our products are right for you and whether you should acquire or continue to hold a product.

The Macquarie Separately Managed Account is issued by Macquarie Investment Services Limited ABN 73 071 745 401, AFSL 237495 (MISL). 

Funds invested on your behalf by MIML and MISL are not deposits with or other liabilities of Macquarie Bank Limited 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, MISL 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. 

Target Market Determinations for Macquarie issued products are available at our Design and Distribution hub.