MPC Markets turns to HeirWealth for reporting fix

Binaya Dahal

Journalist

27 May 2026

MPC Markets will integrate HeirWealth’s Atlas platform into its Mosaic client offering as the investment advisory company seeks to improve portfolio reporting across increasingly fragmented multi-asset holdings.

The firm said on Monday that the rollout will give advisers a consolidated view of client investments spanning domestic and offshore equities, private assets, multiple brokers and currencies, while automating the production of branded client review reports.

The move comes as wealth management firms face growing pressure to provide more sophisticated reporting tools for high-net-worth investors whose portfolios are often spread across multiple platforms, jurisdictions and asset classes.

MPC Markets chief executive Mark Gardner said the firm selected Atlas after conducting a broad review of the portfolio reporting market.

“We looked at every credible reporting platform available, and Atlas was the only one that could genuinely handle the full complexity of modern portfolios,” Mr Gardner said.

“That includes multi-broker and multi-currency reporting, FX-attributed total returns, and automated branded review documents. It’s the first platform we’ve seen that tracks wealth holistically rather than treating assets in isolation.”

HeirWealth said Atlas overlays existing custody and reporting systems, aggregating data from brokers and product providers into a single household-level structure. It further attributes investment performance across capital gains, income and foreign exchange movements.

The system will also allow advisers to extend reporting beyond traditional investment portfolios through a client-facing portal that incorporates property holdings, insurance and other personal assets into broader “total wealth” reporting.

HeirWealth founder Ray Tubman said MPC Markets has been instrumental in shaping the product as an early adopter.

“They’ve worked closely with us to shape a product that represents a genuine step change in portfolio reporting and client review statement generation – with sophisticated total returns calculations, asset allocations, and visualisations that simply haven’t been available to this market before,” Tubman said.