See advice differently

Empowering advisers with technology, efficiency & innovation.

Real advisers. Real stories. Real impact.

Hear from businesses how they use Netwealth to connect and report on their data, transform their back office, streamline workflows and improve customer experience.

Why Netwealth? Selecting the right partner

   
     
     

We’ve been looking for an unaffiliated platform

   
     
     

It’s really well thought out tech

   
     
     

People in your corner that make life easy

   
     
     

We are taking on far larger mandates

Bringing data and insights together

  
  
  

We were looking for a program that was easy to use and a source of truth

  
   
  

Our data is clean every week and we know it’s correct

   
   
    

We can run [our] processes from day one

  
   
   

It’s enabled us to become more efficient and effective

Back office efficiency: Reducing admin & improving workflows

   
     
     

Business reporting is so critical

   
     
     

The solution for fee consent was a bit of a saviour for us

   
     
     

Cash Settings is what we use for every single one of our clients

   
     
     

Data feeds provided by the Netwealth platform are the most exciting

Enhancing the client experience

   
     
     

The client reporting functionality is very effective

   
     
     

Netwealth make it really easy to be a virtual whiteboard

   
     
     

Client’s have a great app

   
     
     

Netwealth was one of the first to start accepting digital signatures

  
   
   

We want everything on the clients phone

Portfolio & investment management

   
     
     

Non-custodial asset administration... It's a game changer

   
     
     

Xwrap allows us to track private assets

   
     
     

Managed accounts is a massive part of our business

   
     
     

Accelerator Core.. It's almost a gateway product

   
     
     

SMART allows us to build our model portfolios

   
     
     

We can process client payments in multi-currency

   
     
     

Dollar Cost Averaging gives our clients a level of comfort

   
     
     

We use BPay and Pay Anyone on a daily basis

Wondering what to do next?

Speak with a BDM

Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs.

Contact a BDM

If you want a hands-on experience, we can organise a quick online demonstration of some of the key features of the platform and our service.

Schedule a demo

For those who prefer, email us, give us a call or even drop in.

Get in touch

Insights

 

Latest: Managed accounts during volatility and beyond

Four advisers share how managed accounts can enhance your client value proposition.

Download the report

Special reports: Take a deep dive

Our collection of guides take a deep dive on topics including AdviceTech, managed accounts and cultural trends.

Access the reports

Podcasts: Between Meetings with Matt Heine

Netwealth's Matt Heine chats to industry thought leaders on the opportunities  they see for financial advisers.

Listen to the episodes

Webinars: Grow your Business IQ

Recordings from our monthly webinar series, covering a range of  topics presented by industry professionals.

Watch the presentations