MPC Markets Selects HeirWealth Atlas to Power Mosaic, Bringing Sophisticated Portfolio Reporting and Total Wealth Visibility for Its Clients

HeirWealth today announced that MPC Markets — an Australian investment solutions advisory company covering portfolio management, stock recommendations, structured products, and research — has selected HeirWealth Atlas as the platform powering its client portfolio reporting function. The partnership gives MPC Markets’ advisers a consolidated, multi-asset reporting engine built for the complexity of modern investment portfolios, and opens the door for clients seeking a complete view of their wealth to access HeirWealth Portal directly.

For many Australian investors, meaningful portfolio reporting has remained out of reach. Positions held across multiple brokers, asset classes, and currencies are rarely visible in one place — and when they are, the picture is often incomplete. HeirWealth Atlas was built to solve this. Sitting above existing platforms, it aggregates client data from across a panel of domestic and international brokers, alternative product providers, and Cash Management Accounts into a single, consolidated household and entity structure.

Beyond aggregation, HeirWealth Atlas automatically complements trade and CHESS data with calculated income entitlements and components for assets held — enabling valuations, asset allocation tracking against targets, and comprehensive total returns reporting for MPC Markets’ client base. Performance is attributed at the individual stock level, with returns categorised and broken into capital, income, and FX components, and can be summarised across sector trees, portfolios, entities, or full household returns. Rules-driven flexibility allows MPC Markets to apply its own custom sector classifications alongside other groupings such as liquidity or currency exposure.

MPC Markets’ clients will receive fully branded, comprehensive review documents generated automatically — professionally designed and brand-consistent, without the manual effort typically required to produce them. For clients who want to go further, HeirWealth Portal provides a pathway to a complete view of their wealth: extending advised portfolios with personal bank accounts, investments, insurances, collectibles, and property. The HeirWealth Portal also gives clients a secure document library, the ability to record expressions of wishes, a wealth calendar for important events, and the ability to share relevant information with family members or trusted advisers.

“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’s the first platform I’ve seen that tracks multiple assets in real terms, not in isolation.”

— Mark Gardner, CEO, MPC Markets

“MPC Markets have been outstanding partners in bringing HeirWealth Atlas to market. 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 — with sophisticated total returns calculations, asset allocations, and visualisations that simply haven’t been available to this market before. There is much more to come across the HeirWealth suite, and we’re proud to be building it alongside a firm like MPC Markets.”

— Ray Tubman, Founder, HeirWealth

HeirWealth Atlas is available now. Financial advisers, wealth managers, accountants, and family offices wanting to learn more can visit heirwealth.com/atlas or contact the HeirWealth team at daniel.tubman@heirwealth.com.