Financial advisers and investors are now able to monitor transactions in real time, print daily statements on loan and portfolio balances and transfer cash externally from their margin loan facilities in the upgraded Macquarie websie GearUp.
Macquarie Investment Lending head of sales and marketing Peter van der Westhuyzen, said the launch of GearUp’s major upgrades was a significant milestone for the business.
“We wanted to maintain our excellent standards in both product and service, and with the relaunch of GearUp, we are maintaining our commitment to continuously upgrade and improve the service we provide,” Mr van der Westhuyzen said.
“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.
“Accessing up-to-date information such as real time prices, current loan balances, recent transaction histories and daily statements, enables advisers to manage their clients’ loans more efficiently.”
“Adding functionality to GearUp was important to ensure that financial advisers and clients had the right tools, but equally important was that the information be intelligent, simple and easy-to-read.”
