InheritorWealth natively integrates Macquarie accounts | Australian Markets
Clients of wealth technology platform InheritorWealth will now be capable of entry their Macquarie Bank Wrap and Macquarie Cash Management Accounts instantly within the platform, the company has introduced, offering an all-in-one-platform view of their holdings.
The automated integration marks a “significant milestone for HeirWealth clients”, mentioned company founder and CEO Ray Tubman, permitting them to “effortlessly consolidate” their Macquarie-held property within the one platform.
“By simplifying data consolidation and minimising manual effort, we empower families and their advisers to manage wealth seamlessly in one central location,” he mentioned.
Earlier this month, the wealthtech, designed particularly for household wealth and property planning, secured an integration with SMSF administration service Class Super. The knowledge link-up permits InheritorWealth purchasers to mechanically obtain each day valuations for property and liabilities managed within Class’s software program.
Launched in 2022, InheritorWealth boasts connections with up to twenty,000 financial establishments globally, enabling wealth knowledge to be mechanically aggregated into its registry platform.
The platform is designed to supply a “holistic view” of purchasers’ complete wealth holdings, offering a full register of all property and related documentation throughout more than 40 asset courses.
The InheritorWealth platform is on the market to particular person households, household places of work, and professionals in Australia and the United Kingdom, with a customisable white-label answer out there to financial advisers, wealth managers, accountants, and legal professionals, amongst others.
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