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.Watch the video
Buy and sell over 300 managed funds, Managed Accounts models and term deposits from three leading banks.
Efficiently and accurately construct, manage and rebalance client portfolios with our rebalancing technology.
Simplify your business and action complex corporate actions online for individuals or in bulk.
Choose LIFO, FIFO or select parcels when selling investments to get the best tax outcome for your clients.
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.
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.
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.
Drill down and view the details of every transaction. See rollovers, contributions, dividends and other transactions within the account in real-time.
Give your clients browse only access to their holdings, performance charts, reports and statements.
Provide anywhere access to portfolio, reports and business news via our mobile-optimised webApp.
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.
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.
Through our partnership with fintech provider TipRanks, view buy, sell and hold recommendations from analysts, insider and hedge fund transactions and blogger sentiment.
Netwealth supports my business in many ways and understands what I am looking to achieve. [Their] service and administration gives me confidence in recommending Netwealth to my clients. Netwealth’s client service is great and they are passionate about helping us and our clients.
With leading Fintech processes, dynamic innovation and a continuous development ethos in order to maintain and future proof the platform offering, [Netwealth gives] Advisers a clear point of difference for scale, execution and compliance.
We continue to be impressed by their outstanding culture, their professionalism and their outstanding ongoing service. The impression we have is that all Netwealth’s management and staff are committed to the success of their company and ours.
We were impressed from day one with the professionalism and proactivity of the entire team at Netwealth. Everyone from the Managing Director down was there to help and did exactly what they said they would do.
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.
New educational tools and technologies that help extend your advice offer beyond the individual client and to the whole family.