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Macquarie rolls out support program

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By Reporter
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1 minute read

 Macquarie Adviser Services has launched a support program for advisers to organise year-end administration.The program comprises online year-end administration tips and calendars that reference key dates for administration tasks, relating specifically to Macquarie's Cash Solutions and Macquarie Wrap. 

 "The run up to 30 June is one of the busiest periods for advisers and for their clients, but there are a lot of product features and services that have been specifically developed to support advisers and their clients at this time," Macquarie Advisor Services head of cash product Peter Forrest said.
"These features include 10 years of historical statements available online for the Macquarie CMA, the ability to view a holistic picture of clients and their Macquarie accounts through online adviser portal Macquarie Access, and a variety of term deposit enhancements, including the ability to manage maturity instructions and interest payments online and signatureless applications."