Macquarie revamps investment loan website
Peter van der Westhuyzen
Macquarie Investment Lending has made a number of upgrades to its website GearUp, with a view to improving and expanding upon the online services available for financial advisers and clients.
Advisers and clients were polled before Macquarie made the significant overhaul, which means both parties can access more in-depth information about investment loan and portfolio positions.
Advisers are now able to access more timely client information, including real-time prices, current loan balances, recent transaction histories and daily statements.
New functionalities for both clients and advisers allow monitoring of transactions in real-time (with the exception of a 20 minute delay), printing of daily statements showing most recent loan and portfolio positions, cash transfers out of margin loan facilities into external accounts and hypothetical transactions to model the potential effects before making investments.
The layout and structure of the website has also been tweaked to make it easier to use.
According to Peter van der Westhuyzen, head of sales and marketing for Macquarie Investment Lending: “We wanted financial advisers and clients to have access to all of their loan and portfolio information 24/7, putting them in control and making it easier for them to do business with us.
“Adding functionality to GearUp was important to ensure financial advisers and clients had the right tools, but equally important was that the information be intelligent, simple and easy-to-read.”
Recommended for you
BT is to launch a new low-cost “Focus” investment menu for its Panorama platform this October, in partnership with Vanguard, seeking to compete with industry superannuation funds.
Net gains of financial advisers have already doubled since the start of FY25, according to this week’s Padua Wealth Data, with momentum gathering pace far faster than the previous financial year.
National advice firm MiQ Private Wealth has appointed a new chief executive to lead the business through a “transformative era” after penning a partnership deal with AZ NGA earlier this month.
WT Financial’s managing director, Keith Cullen, believes the firm’s Hubco model with Merchant Wealth Partners will be a “repeatable growth model” for the business as it scales its adviser numbers.
