Client engagement reimagined
Welcome to Netwealth's next-gen client portal, a mobile app for your clients.Download now
Some features of Netwealth’s mobile app may not be available at the time of release.
View asset allocation across their entire portfolio
Use advanced sort and filter functionality to analyse portfolio and asset information
Gain greater account transparency by viewing the details of historical transactions
Monitor individual asset performance, including daily price information and historical unit prices
8.9% of advice firms say technology is pervasive in all client interactions
51% Advisable Australians say digital is critical for customer experience
50% Emerging Affluents say digital is top 3 factor for choosing advice firm
Over 60% of advisers use a client portal or intend to in next 24 months
2021 Netwealth Advisable Australian and 2021 Netwealth AdviceTech Reports
As an adviser, you too can download the app to give you access to all of your client accounts and allowing you to quickly respond to client queries on the go.
Easily search and find client accounts from the mobile app
Email clients directly through the app
Review client account balances for each client
View pending and historical account transactions in detail
Get a visual overview of all their portfolio performance and asset allocation with a suite of elegant charts
Monitor asset performance, including daily price information and historical unit prices
Personalise your experience with impressive colour themes
Email or call Netwealth directly through the app
Set up your PIN, Touch ID, Fingerprint or Face ID to access your Netwealth client accounts more conveniently with these secure technology features (mobile operating system dependent).
Almost one in three (30.0%) Advisable Australians solely use their mobile phone for non-work activities and a further
one in three flip between mobile, laptop and table seamlessly (34.7%), which means a mobile 1st approach to client portals is not a nice to have, but a necessity.
Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs. We may even shout you a coffee.Contact a BDM
If you want a hands-on experience without the fuss, 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 to email us, give us a call or even drop in.Get in touch
To download the adviser version of the app, simply follow the steps below.
You will need to be a registered adviser of Netwealth and have an existing Netwealth account or you can contact us to help set up your account.
Visit Apple App Store or Google Play to download the Netwealth mobile app.
Login to the mobile app using your Netwealth username and password (the same one you use when you login in via the desktop).