HeirWealth announces integration to better serve investors and financial professionals
Australian-based wealthtech HeirWealth has announced a new native integration with Macquarie Bank in a move that allows customers seamless and secure access to Macquarie Wrap and Macquarie Cash Management Accounts.
"This robust integration means any HeirWealth client with Macquarie Wrap and Macquarie Cash Management Accounts can effortlessly consolidate their holdings within our platform," said Ray Tubman, Founder & CEO of HeirWealth.
"This automated integration marks a significant milestone for HeirWealth clients," said Mr Tubman.
"By simplifying data consolidation and minimising manual effort, we empower families and their advisers to manage wealth seamlessly in one central location,” he said.
With a comprehensive view of assets and liabilities spanning 40 different classes—including traditional investments like shares, funds and property, as well as non-traditional assets such as collectibles—the HeirWealth platform helps accountants and financial advisers to capitalise on the Great Wealth Transfer, by enriching long-term client relationships through actionable data insights, a sophisticated user experience, and relationship building tools to engage clients and their families.
The HeirWealth app connects seamlessly with 20,000 financial institutions globally, automating the aggregation of wealth data into its comprehensive registry platform.
“The HeirWealth platform not only documents an entire wealth portfolio but also equips financial professionals with tools to identify opportunities for proactive engagement and sharing information with clients and the next generation of wealth holders,” said Mr Tubman.
Beyond its role in consolidating wealth management, the HeirWealth app serves as a powerful tool for individual families, family offices, and professionals in Australia and the United Kingdom. It offers customisable white-label solutions for financial advisers, wealth managers, accountants, lawyers, and other professionals.
