Portfolio management
Macquarie gives you options to help you manage your client’s portfolio efficiently.
Macquarie Wrap
Since its inception in 1999, Macquarie Wrap has been at the forefront of offering solutions to help advisers help their clients by streamlining the administration of investment portfolios.
Macquarie Prime
A completely integrated equity solution enabling you to manage all your clients’ share, CFD and ETF investments on one platform with one password, with the added benefits of built-in gearing, risk management tools and an integrated bank account.
Macquarie Visor
Macquarie Visor delivers real time portfolio management that integrates and automates the advice process for wraps, masterfunds, retail fund managers, brokers, managed fund prices, ASX prices, corporate actions and investment.