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 award-winning* portfolio and transaction tools.

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.

Activities and workflow management 

Organise your day and stay on top of tasks and alerts that affect your clients and business. In one spot, action workflow tasks assigned to you and your team, track the status of tasks requiring your client’s approval and view important client account alerts.

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.

Data feeds and external software integration

Feed data automatically to a variety of major financial planning and accounting software providers, with the flexibility to customise which Netwealth accounts are included. Set up feeds from external client bank accounts directly into the client dashboard.

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.


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 Australia's best overall platform*

Rated by Investment Trends as number 1 in Overall Satisfaction by users for the 11th consecutive year, rated number 1 by Investment Trends for Best Platform Overall in 2015-2019 and 2021, and rated by Chant West as Advised Product of the Year 2018-2022.

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.

Client mobile app

Provide on the go access to their portfolio and reports via
the Netwealth mobile app.

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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 data and research

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

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

Latest platform enhancements


Portfolio management

Enhancements to how your trade - our new buy/sell screen. 

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Cash management

Automate your monthly cash liquidity requirements. 

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Amend bank accounts online

Amend your nominated (or withdrawal) bank details.

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Challenger Annuities 

Retirement solutions from Netwealth and Challenger.

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