for Financial Advisors


  • Secure client document storage available 24/7
  • Communication log with clients and files time and date advised
  • Ease of access, storage and retrieval, for Financial planning and audit purposes
  • Financial planning software - agnostic
  • Assists in ensuring compliance audits are easier
  • Permission based file access (accountants, Bookkeepers, Financial advisors)
  • On going fee agreements and fee disclosure statements contained



Contact Us


Address :-


Suite 3, Level 27
Governor Macquarie Tower
1 Farrer Place
Sydney NSW 2000

*To request a Macquarie Bank “Blueprint to thrive” document, regarding adjacency revenue opportunities - email us as above with ‘Blueprint to thrive’ in the title