New Macquarie service goes live

macquarie-adviser-services/financial-advisers/

23 July 2007
| By Mike Taylor |

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.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 8 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo