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Run your business the way you want to and deliver better business and client outcomes using Netwealth’s award-winning platform.*

Adviser solutions

Your wealth, your way

Take control of your own financial future. Enjoy the choice and control you deserve using Netwealth’s wide range of investment and superannuation options.

Personal solutions

Next gen super and investment technology

Access the latest technology and innovations to manage your super and investment portfolio your way. Find out how you can get access to our comprehensive set of online tools.

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80,000+
Netwealth account holders

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$34+ billion funds under management & administration

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2,500+ advisers
using the platform

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300+
Netwealth staff members

2020 Netwealth AdviceTech Report

Discover how successful AdviceTech firms are using technology in ways that bring tangible benefits to themselves and their clients.

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Managed accounts during volatility

Learn how managed accounts can enhance your client value proposition.

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Advising on platforms - looking beyond cost

Understand the legal framework that applies when advising on platforms.

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Insights

 

Advice strategies

What does the 2020 Federal Budget mean for you and your clients?

Netwealth's Head of Technical Services, Keat Chew, analyses the historic 2020 Federal Budget announcement to determine key action points for financial advisers.

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Business management

Best practices in selecting a licensee, asset consultant or tech provider

Encore Advisory Group's Tom Reddacliff shares a framework & key criteria to consider when selecting a long term business partner such as a licensee, asset consultant or technology provider.

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Portfolio Construction Podcast Series

Building a fixed interest portfolio while meeting your ESG goals

Hear from Dimensional as they join us to discuss the role that ESG investing can play when building a fixed interest portfolio and why investors shouldn't have to sacrifice returns to meet their ethical objectives.

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Portfolio Construction

How to construct a balanced portfolio in a challenging investment environment

Learn how to construct a considered fixed-income portfolio combining multiple return drivers, including capital preservation, portfolio diversification and income.

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