MPC Markets partners with HeirWealth

MPC Markets has selected HeirWealth Atlas to power the portfolio reporting capabilities within its Mosaic client platform.

The partnership will provide MPC Markets advisers with consolidated multi-asset reporting, automated branded review documents and broader total wealth visibility for clients with complex portfolio structures spanning multiple investment channels.

HeirWealth said the Atlas platform was designed to address longstanding gaps in portfolio reporting, particularly for investors with holdings spread across domestic and international brokers, alternative investments and cash management accounts.

The platforms aggregates client data into a consolidated household and entity structure, while also layering in calculated income entitlements and performance attribution metrics.

This allows advisers to track valuations, asset allocations and total returns across portfolios, with returns broken down into capital growth, income and foreign exchange components.

MPC Markets chief executive Mark Gardener said the firm selected Atlas after reviewing multiple reporting systems currently available 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," said Gardener.

"It's the first platform I've seen that tracks multiple assets in real terms, not in isolation," he said.

The integration also introduces rules-based portfolio classification capabilities, allowing MPC Markets to apply custom sector exposures such as liquidity and currency allocations.

Clients seeking broader wealth visibility will also be able to access HeirWealth Portal directly, extending reporting beyond advised portfolios to include personal bank accounts, property, insurance holdings and collectibles.

The portal also includes document storage, wealth calendar functionality and estate planning style features including the ability to record expressions of wishes and share information with family members or advisors.

HeirWealth founder Ray Tubman said MPC Markets played a key role in shaping the products development as an early adopter of the platform.

"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," said Tubman.