Investment solutions for sophisticated clients

Additional to Accelerator Plus, Netwealth's Premium Service provides exclusive investment options for wholesale clients.

Overview

For high net worth investors looking for a centralised account and reporting solution

Provide tailored investment solutions and meet the needs of your wholesale clients through our Wealth Accelerator Plus 'Premium Service', with access to multi-currency trading, domestic and international bonds, plus over 40 wholesale investment products.

Exclusive managed funds

Take advantage of managed funds of differing asset class and allocations that are only available to wholesale clients.

Australian and international bonds

Protect and diversify your client's wealth with bonds from here and overseas.

Foreign currency accounts

Open new trading opportunities and streamline foreign currency management.



Learn more, speak with a BDM

Resources

More information

Want more information on our Premium Service? Our resources section has everything covered.

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. We may even shout you a coffee.

Contact a BDM

If you want a hands-on experience without the fuss, 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 to email us, give us a call or even drop in.

Get in touch

Insights

 

Latest: Next-generation advice needs

Who are the next generation of advice clients and how do you reach them?

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