Wealth Accelerator Plus
Streamline your portfolio management with our all-in-one multi-asset portfolio service.
Innovative technology and administration for family offices
Discover a new way to manage complex investment portfolios with a centralised online portal for trading, consolidated reporting and portfolio management.
All your investments in one place
Manage your entire portfolio online using feature-rich functionality. Buy and sell a wide range of investments and monitor your portfolio with a range of consolidated reports and charts.
Sophisticated online trading tools
Access one platform to trade managed funds, managed account models, term deposits, ASX and international securities, bonds from Australia and abroad, and other approved wholesale investments.
Non-custodial asset administration
Simplify the management of complex assets, like private equity funds, limited partnerships and internationally domiciled funds with an outsourced administration services that offers online portfolio reporting, mail-house support, and tax reporting capabilities.
Enhanced tax reporting
Simplify your end of year reporting with consolidated annual tax statements that help you fulfil regulatory, accounting, and tax requirements.
From Spreadsheets to Automation
Transform your family office with our comprehensive report, highlighting the potential of consolidated reporting and groundbreaking technology in shaping the future of investment management.
Online tools
A smarter way to manage your investments
Control all aspects of your portfolio using a range of sophisticated online tools. With one single login, you quickly see the value of your entire portfolio, buy and sell investments, participate in corporate actions, track performance, research new opportunities and more.
Portfolio management tools
Buy and sell investments and track and manage all your investments and accounts in one central, online place. Manage your savings and deposits, get notified of important account activities and use more sophisticated features like dollar cost averaging and reinvestment plans.
Portfolio and performance reports
Monitor the performance of your portfolio, view your asset allocation and get visibility over many other aspects of your account via our comprehensive suite of portfolio reports.
Cash transaction listing
Drill down and view the details of every transaction that impacts your cash account in seconds. Immediately see dividends and other income, fees, taxes, contributions, and other flows in and out of your account.
Investments
Discover a world of investments
Buy and sell a wide range of investments, in one centralised location, through our online client portal.
ASX listed securities
Invest online in ASX listed securities - including all company shares, ETFs, AREITs, LICs, income securities and certain warrants, options and IPOs.
Over 15 International exchanges
Trade a range of securities listed on multiple international exchanges, including NYSE, NASDAQ and the LSE.
Over 500 managed funds and managed account models
Choose from over 500 managed funds and managed account models in multiple investment categories, asset classes and managers, many at wholesale prices, with no large initial investment requirements.
Investment options for wholesale clients
Take advantage of our 'Premium Service', with access to multi-currency trading, domestic and international bonds, and wholesale managed funds.
Coming soon: Non-custodial asset management
Discover a world of investment efficiency
Easily manage complex assets, such as private equity funds, private debt funds, limited partnerships and internationally domiciled managed funds by outsourcing administration to Netwealth. We will provide mail house support and tax reporting plus online access to whole of wealth portfolio reporting, and other transaction capabilities.
Transaction management
Through a Limited Power of Attorney, Netwealth is able to assist with the application process, execution of investment trades, and cash transfers to respective asset managers.
Mail house service
Avoid paperwork and view manager correspondence online. Our mail house service will update unit pricing, process distribution statements, execute call payment notices, and produce EOFY statements.
Consolidated annual tax statements
Both administered and custodial assets are included in your annual consolidated tax statement, to help streamline your end of year tax process.
Online portfolio reporting
View all of your investments in one place, with portfolio valuations updated on a regular basis with latest unit pricing. Also access a comprehensive range of portfolio performance and transaction reports.
Tax tools
Make tax time a breeze
With Wealth Accelerator, we’ve streamlined end of year reporting so you don’t have to spend hours tracking down income earned and capital gains triggered.
Annual tax statement
Our consolidated annual statements are customised to your investment structure and are specifically designed to meet the tax requirements of SMSFs, companies and individuals.
Download tax guideData Feeds
Provide your accountant or SMSF administrator with Class super and BGL data feeds to automate and expedite your account preparation
Professional Third Party Access
Enhance collaboration amongst your support network through third-party online account access for accountants, wealth advisors, legal partners, and professional partners.
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125,000+
Netwealth account holders
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$71+ billion funds under administration and management
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3,500+ advisers
using the platform
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550+
Netwealth staff members
Wondering what to do next?
Netwealth is here to help. We offer portfolio management solutions to a range of clients, including family offices, charities, large institutions, and high net worth individuals and families.
Speak with our consultants today to learn more about our cutting-edge technology solutions or request a demonstration.
Speak with a consultant
One of our experienced client consultants can discuss how our investment and superannuation solutions can best meet your needs.
Contact a consultantSchedule a demo
For those who would like to see the platform in action, we can schedule a suitable time to give you a demo of technology and provide you an overview of your options.
Get in touchResources
More information
Want more information on Wealth Accelerator? Our resources section has a wide selection of information that will assist you in understanding our products and services. You should read the disclosure documents before deciding to invest.
Awards
Rated Australia's best overall platform*
Rated by Investment Trends as number 1 in Overall Satisfaction by users for the 11th consecutive year, rated number 1 by Investment Trends for Best Platform Overall in 2015-2019 and 2021, and rated by Chant West as Advised Product of the Year 2018-2022.
