Investment breadth with operational excellence

At Netwealth we offer you and your clients an extensive range of investment options and great execution.

Investment options

An extensive range of investment choices to fulfil the needs of all your clients

Through our Wealth Accelerator or Super Accelerator accounts super, SMSF or non-super money can be invested in a wide range of options, which means you can tailor the outcomes to the specific needs of your clients.

ASX securities

Invest online in ASX listed securities, including FPO shares, Exchange Traded Funds (ETFs) as well as certain options and warrants.

Netwealth is Australia’s first retail platform to offer a range of securities listed on multiple international exchanges. Invest in an approved list of securities from multiple exchanges such as NYSE, NASDAQ and the LSE.

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When combined with our Netwealth Accelerator Core accounts, the Netwealth Global Specialist Series (GSS) enables the construction of diversified investment portfolios that are cost-effective for your clients. GSS Funds invest in high quality fund managers with strong track records.

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We currently provide access to 300+ managed funds including multiple investment categories, asset classes and managers. The platform has been designed to easily administer the majority of managed funds available in the market, and can efficiently add new funds if they meet the minimum trustee requirements.

View all funds

A carefully selected range of single-sector and diversified investment portfolios are available to be used as part of your managed account solution. Each model is managed by an experienced investment manager.

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Additional to the benefits of Accelerator Plus, access multi-currency trading, domestic and international bonds, plus over 40 wholesale investment products for your sophisticated clients.

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We have partnered with Challenger to give your clients, with or without a Netwealth super or investment account, access to annuities.

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We have term deposits available of differing maturity lengths (from 3 months to 5 years) from a range of Australian banks.

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Transaction tools

Manage investments using transaction tools ranked No.1 by Investment Trends*

Your business is unique, as are your investment processes. At Netwealth we provide you with a number of options for you to manage the investment process efficiently.

Direct investing

Manage client investments and portfolios using a rich set of transaction tools, ranked No.1 by Investment Trends*. Buy and sell listed ASX securities, (including ETFs and certain warrants), international equities (from multiple global exchanges), as well as over 300 managed funds, Managed Account models, cash and term deposits from three leading banks.

Model portfolios and rebalancing

Our model portfolio technology, SMART (Sophisticated Modelling and Rebalancing Technology) means you can efficiently and accurately manage client portfolios either individually or in bulk. Features include: the ability to re-balance multi asset models that are fixed or floating. You can also set substitutions, locks and exclusions as well as construct mixed models of models.

Private label managed accounts

Netwealth offers a customised version of our Managed Accounts platform, giving approved licensees or investment managers the ability to construct their own Managed Account models. This not only offers an efficient branded investment solution for clients but also provides a way to commercialise investment capabilities.

More on Managed Accounts

Investment research

See investments in a completely new way with access to some of the best available research data and tools on local and global markets. With ASX Live you have access to local market summaries as well as your own customised watchlist and alerts.

Register for a free research account

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