Macquarie Private Wealth has flashed the green light on its new non-custody equities reporting service, with clients and advisers able to access the platform from today.
The new service, which had previously been trialled as part of a pilot program, will see the Macquarie Equities Portfolio Service being made available to all financial advisers who require an equities reporting and administration service.
The head of Macquarie Private Wealth, Peter Coleman, said the service had been developed by Macquarie Wrap and was expected be in use by the majority of Macquarie’s non-custodial broking clients by the end of the year.
The head of Macquarie Adviser Services, Neil Roderick, said the platform was designed to operate in conjunction with investors’ trading accounts.
