A whole of business solution
Managed accounts bring together the best of technological innovation and financial advice.Watch the video
Discover how to revolutionise the way your business operates and structure client investments in a new and dynamic way with managed accounts.
In the age of the Internet, transparency is a given. Managed Accounts offer your clients greater control and transparency, giving them a tailored investment experience, all in a tax efficient investment vehicle.
You have more and more things to do, but less and less time to do them in. Managed Accounts can make managing client investment portfolios more efficient because there is less time spent on ROAs, SOAs, and associated paperwork.
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.
With more and more pressure on margins, advice practices, licensees and private offices are looking at new business models. Netwealth’s private label managed account solution makes this opportunity a reality by offering a fully branded investment solution.
Take advantage of Netwealth’s robust and fully-featured managed account platform that is both powerful and flexible enough to meet the evolving needs of your business.
Consider the computation power and sophisticated algorithms required to manage our Managed Account models with their many underlying investments, rules and exceptions used by thousands of investors.
To be effective a managed account must run seamlessly for advice practices, licensees and private offices. We set ourselves apart by not only focusing on our technology, but on ensuring a robust legal, administration and support structure.
Simply login to your Netwealth account to view a client’s current investments, allocation to Managed Account models and suite of integrated reports. Buy and sell online and update investment preferences or suspend rebalances.
We provide you access to both managed account and non-managed account investment options from an individual super or investment account, helping to make portfolio management, performance reporting and client engagement easier.
With our Managed Account, implementation is quicker and cost effective with same day trading, account level netting of trades and floating model capability. We specialise in minimising investment implementation risk and reducing tracking error.
With our investment parameters and rules, you and your client can exclude, lock or substitute investments and set minimum trade sizes and holding amounts.
Options available include ASX 200, small, mid-cap and income models as well as diversified and direct international securities models from a range of managers and asset consultants.
Want more information on managed accounts? Our resources section has everything covered.
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
In this podcast series Matt Heine chats to industry professionals on what opportunities and challenges they see for financial advisers.
Bernie Ripoll outlines some of the challenges he sees facing the industry and urges financial planners to begin preparing for them now.
Learn simple yet powerful techniques to help you develop a marketing strategy and key messages to help differentiate your business.
Hear the implications of the best interests duty for advisers - looking at this in light of a number of ASIC regulatory interventions.