Netwealth Managed Accounts

Experience greater business and client benefits by bringing together the best of technological innovation and financial advice.

Speak with a BDM

Why Managed Accounts?

Scale and grow the profitability of your business

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.

Find out more - speak with a BDM

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