Tell powerful investment stories at scale
Empower your wealth practice with data-driven insights that resonate. Our platform lets you craft personalised, visually compelling reports that transform complex data into meaningful narratives. With customisable templates, AI-enhanced commentary, and bulk reporting, you can deliver tailored investment stories that align with your clients' goals, all while showcasing your brand's professional touch.
Customisable report templates
Bulk client reporting
AI driven insights
Branded for your business
Templates
Deliver the insights your clients care about
Customisable
Use our intuitive drag-and-drop interface to create report packs that showcase the data and charts most relevant to your clients.
Extensive report library
Access over 20 types of reports, including: Indicative Income, Return Contribution, and Centrelink Schedules.
Consolidated overview
Generate consolidated reports at the family level, aggregating accounts for a complete financial overview.
Detailed and comprehensive
Custom asset classes and benchmarks aligned with your clients’ goals. Choose preferred performance calculation method, benchmarks, run reports net of fees, and more.
Bulk reporting
Efficient reporting that scales with ease
Multi-select accounts for bulk reporting
Run reports not just for individual clients, but for multiple accounts simultaneously.
Efficient account grouping
Segment clients into categories like “gold-tiered” or “insurance clients” to streamline report generation at scale.
Pre-configured report settings
Set your reporting preferences, like performance calculation method, once and apply them across all future reports, ensuring consistency and saving time.
Optimised report management
Access pending and previously generated reports from one convenient location.
AI insights
Add a touch of artificial intelligence
Coming soon: Leverage the latest in generative AI to create personalised portfolio commentary, transforming raw data into meaningful narratives at scale. Get personalised commentaries on portfolio performance, asset allocation, and return contributions for each of your clients at the click of a button.
White-label
Make it yours
Add your firm’s logo to every report for a consistent and professional presentation that reflects your brand. You can even personalise your mobile app and client portal to deliver a seamless, cohesive client experience that sets you apart.
Ready to transform your reporting?
Experience the full potential of Netwealth’s client reporting tools. Get a demo today to see how you can deliver insightful, beautiful reports that tell powerful investment stories. Or reach out to explore our other award winning features including our business reports, client portal and mobile app, dashboards and more.
Complete the below form to speak with Netwealth Business Development Manager.
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