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Showing 1 - 4 of 4 results for "HeirWealth"

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
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 ...

HeirWealth partners with ViewTrade

MATTHEW WAI  |  MONDAY, 18 MAY 2026
ViewTrade and HeirWealth have partnered to offer an integration of global trade execution with portfolio performance analytics, and tax reporting. The partnership combines ViewTrade's global brokerage infrastructure with HeirWealth Atlas's portfolio ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Australian wealthtech platform HeirWealth - launched in May last year - has announced a new partnership with HTL Private Office, expanding its offering to advisers and high-net-worth (HNW) clients. HeirWealth provides asset analysis spanning 40 different ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional advisers face ...
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