HeirWealth natively integrates Macquarie accounts into platform

Clients of wealth technology platform HeirWealth will now be able to access their Macquarie Bank Wrap and Macquarie Cash Management Accounts directly within the platform, the company has announced, providing an all-in-one-platform view of their holdings.

The automated integration marks a “significant milestone for HeirWealth clients”, said company founder and CEO Ray Tubman, allowing them to “effortlessly consolidate” their Macquarie-held assets 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 said.

Earlier this month, the wealthtech, designed specifically for family wealth and estate planning, secured an integration with SMSF administration service Class Super. The data link-up enables HeirWealth clients to automatically receive daily valuations for assets and liabilities managed within Class’s software.

Launched in 2022, HeirWealth boasts connections with up to 20,000 financial institutions globally, enabling wealth data to be automatically aggregated into its registry platform.

The platform is designed to provide a “holistic view” of clients’ total wealth holdings, offering a complete register of all assets and associated documentation across more than 40 asset classes.

The HeirWealth platform is available to individual families, family offices, and professionals in Australia and the United Kingdom, with a customisable white-label solution available to financial advisers, wealth managers, accountants, and lawyers, among others.