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
Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
