Partnership announcement
MPC Markets Partners with HeirWealth to Deliver Institutional-Grade Portfolio Reporting for Clients
MPC Markets has selected HeirWealth Atlas to power the portfolio reporting function at the heart of Mosaic, our client wealth management offering.
MPC Markets is excited to announce its partnership with HeirWealth, selecting the HeirWealth Atlas platform to power the portfolio reporting function at the heart of Mosaic, our client wealth management offering.
After a comprehensive review of every credible reporting platform in the market, Atlas stood out as the only solution capable of handling the full picture our clients deserve: multi-broker, multi-currency, FX-attributed total returns, and automated branded review statements that reflect the quality of advice we deliver.
A Single, Consolidated View of Client Wealth
For too long, Australian investors managing positions across multiple brokers, asset classes, and currencies have had no reliable way to see the complete picture in one place. HeirWealth Atlas changes that.
Sitting above existing platforms, Atlas aggregates data from domestic and international brokers, alternative product providers, and Cash Management Accounts into a single consolidated household and entity structure. It also attributes performance at the individual stock level across capital, income, and FX components.
The Next Step: HeirWealth's Complete Wealth Register
Atlas is just the beginning. We believe many of our clients will naturally progress to HeirWealth's Complete Wealth Register, and we think it is one of the most compelling wealth tools available to Australian investors right now.
The timing could not be more relevant. With the largest intergenerational wealth transfer in history already underway, having a complete, organised picture of your wealth is not just useful. It is essential.
The Complete Wealth Register gives clients a single place to capture everything: investments, property, bank accounts, insurances, collectibles, and personal assets, alongside a secure document library, expressions of wishes, a wealth calendar, and family sharing capabilities.
It is the kind of tool that was previously out of reach for most investors. HeirWealth has changed that.
"We reviewed every credible reporting platform in the market. Atlas was the only one that handled the full picture: multi-broker, multi-currency, FX-attributed total returns, and the kind of automated branded reviews our clients deserve. It is the first platform I have seen that tracks multiple assets in real terms, not in isolation."
Explore HeirWealth for Yourself
Whether you are an MPC Markets client or an adviser looking for a better way to report and consolidate client wealth, we encourage you to explore what HeirWealth has built.