Netwealth Managed Accounts
Experience greater business and client benefits by bringing together the best of technological innovation and financial advice.
Speak with a BDMNetwealth Managed Account Solution
Not all managed account technology is equal
Netwealth's managed account solution allows you to enjoy greater efficiencies and reliability in your investment management and compliance process.
Start creating a consistent investment process with managed accounts, where your clients know what to expect from you and are clear about your value proposition. With this comes a more scalable and dependable business model - a foundation for future growth.
Improve your business efficiency and profitability
Managed Accounts can make managing client investment portfolios more efficient by reducing the time spent on ROAs, SOAs, and associated paperwork.
Treat all clients equally
With auto-rebalancing of portfolios, implement investment decisions across the board and at the same time for all clients regardless of their portfolio balance.
Access to a wide range of investment managers
Netwealth has made choosing a managed account provider easier by carefully selecting a range of sector and diversified investment managers for you to use with your clients.
Hands-on managed accounts team
Managed accounts is not just about technology. At Netwealth we have a dedicated administration team who monitor rebalances daily and assist you with complex transactions.
Your private label managed account solution
If you're looking to transform your business model, Netwealth’s private label managed account solution makes this opportunity a reality by offering a fully branded managed account solution.
Resources
More information
Want more information on managed accounts? Our resources section has everything covered.
Education
Learn more about how managed accounts can transform your business.
Managed accounts
Managed accounts during volatility and beyond
Four advisers share how managed accounts can enhance your client value proposition.
Managed accounts
What life really looks like with managed accounts
Examine how managed accounts are being used by advice practices to enhance customer engagement and business efficiencies.
Managed accounts
Shifting to a private label managed account
Learn about the shift to a private label managed account structure, and key considerations for advice businesses.
Wondering what to do next?
Speak with a BDM
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 BDMSchedule a demo
Schedule a demo
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