Redefining investment and super platforms

Listening to your challenges inspires us to create award-winning technology that helps you see your business in a new way.

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Portfolio management

Advanced portfolio management

Manage client investments and portfolios using a rich set of portfolio and transaction tools, that are ranked No.1 by Investment Trends.*


Detailed holdings information

Link super and investment accounts together, including a client’s family members, to get a snapshot or detailed view of the client’s portfolio.


Online equities trading

Buy and sell listed ASX securities, including ETFs and certain warrants, as well as international equities from multiple global exchanges.

Online switch

Buy and sell over 300 managed funds, Managed Accounts models and term deposits from three leading banks.

Model portfolios

Efficiently and accurately construct, manage and rebalance client portfolios with our rebalancing technology.

Corporate actions

Simplify your business and action complex corporate actions online for individuals or in bulk.

Tax management tools

Choose LIFO, FIFO or select parcels when selling investments to get the best tax outcome for your clients.

Practice management

Your business, your way - practice efficiency and growth

Simplify your business, improve your bottom line and increase business efficiency with practice management tools built for you.


KPI and business reporting

Consolidated reporting allows you to see your business performance across many different dimensions. Access more than 40 customisable reports and look at FUM by adviser, product or client segment. Investigate renumeration, fees, asset performance and easily identify pending transactions.


Fee management flexibility

Choose from flexible fee options that can be constructed at either licensee or adviser level. Implement tiered and/or fixed fees. Also family fee groups allow you to link accounts of family members, related trusts, companies and SMSFs to reduce administration costs.

Managed accounts

Enjoy the efficiency and scale benefits Netwealth’s Managed Account can provide your business. And it is fully integrated with our super and wealth services.

Planning and SMSF software integration

Feed data automatically between financial planning systems such as XPLAN, Midwinter, Coin, Investment Link and Adviser Logic. You can also link your data with BGL, Class Super, MyProsperity, MYOB and Xero.

Notifications and tasks

Don’t miss out on important client activities with tasks and notifications. View due dates and the number of clients impacted by corporate actions, term deposits maturing, pending rollovers, applications and more.

Cash transaction listing

Drill down and view the details of every transaction. See rollovers, contributions, dividends and other transactions within the account in real-time.

Rated as Australia's number one platform


Rated by Investment Trends as number 1 in overall satisfaction by users in 2013, 2014, 2015 and 2016 and rated number 1 by analysts as best overall platform in 2015 and 2016.

Customer engagement tools

Demonstrate greater value to your clients

Communicate your client value proposition clearly with innovative software that is easy for you and your client to use.


Client reports and review tools

Access a comprehensive range of reports and online charts. Run reports looking at funds under management, specific investments, client details and transaction details. Tailor reports to look at individual clients or in bulk using a range of criteria. Reports can be run in multiple formats.


eSignature and online applications

Complete super applications online by having the client sign on the spot from a desktop, tablet or mobile using our eSignature tool. You can also complete applications with information sent directly from XPLAN, so no double keying.

Online functionality for your clients

Give your clients browse only access to their holdings, performance charts, reports and statements.

Mobile access to portfolio and reports

Provide anywhere access to portfolio, reports and business news via our mobile-optimised webApp.

Investment research

The latest investment research tools for local and international markets

See investments in a fresh way with access to the best available research data and tools on local and global markets.


Managed funds research

Get the latest research data and commentary, plus compare and contrast managed funds and managed account models. See performance data, costs and use powerful filtering tools to identify funds by manager and asset classes.


ASX Live research

Stay up-to-date with changes in the Australian stock market. Get access to live prices and market depth charts on individual stocks, as well as the ability to set up personalised stock watchlists and stock alert email notifications.


US securities research from TipRanks

Through our partnership with fintech provider TipRanks, view buy, sell and hold recommendations from analysts, insider and hedge fund transactions and blogger sentiment.

Wealth protection

Multiple insurance providers and options

Access group or retail insurance options with leading Australian providers.

Group and retail insurance

Access a range of leading insurance providers with different options.

Online applications and claims

Save time completing paperwork and claims with online tools designed for you and your client.

Online payments

Have premiums automatically debited from your client accounts.

Great takeover terms

Group insurance can be written through the Netwealth super products, using short form application and standard transfer terms.

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 Research - Netwealth AdviceTech Report
Find out the must-have tech services advisers currently use. Learn what technologies will disrupt the advice industry in the next 5 years.

Read the research report

Adviser webinar
Top 10 learnings from Silicon Valley Fintech players. Michelle Baltazar shares digital insights and trends gained first hand.

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Special Report - Winning in the new super era
Learn more about the new super changes, considered by some the greatest changes to the super system in 10 years.

Read the special report

Business strategy
What do other advisers charge for advice? Learn about the latest pricing data, giving advisers a look at other providers and what works.

Read more