Wealth Exchange 

Access a wide selection of apps, data and software integrations to expand your Netwealth experience.

Overview 

Wealth Exchange


Experience Netwealth in a whole new way and explore new opportunities with our Wealth Exchange partners and solutions. 

Utilising Netwealth's open architecture and APIs*, users are able to integrate a wide selection of apps, software and data sources to the Netwealth platform.

*An open API (often referred to as a public API) is a publicly available application programming interface that provides developers with programmatic access to a proprietary software application or web service.

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Off-platform assets

Xwrap - Powered by Netwealth

Coming soon

With xWrap, import, administer and report on off-platform non-custodial assets such as property, private equity or other exotic investments alongside your platform assets.

Bank Feeds - Powered by Proviso

Bank Feeds allow your to integrate account data from over 100 financial institutions including deposit and loan information in a safe and secure environment. See your wealth in a new light and view your banking and super accounts in one place.

Annuities - Powered by Challenger

Coming soon

Generate quotes and set up annuities, along with the maintenance of client details and managing maturity instructions.

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Software and data integrations

We give you the flexibility to work with the financial planning software provider of your choice.

Straight through account applications

Xplan IPS eApplications

Straight through Netwealth application process directly from Iress. 

 

Financial Planning software

Xplan, Midwinter, Ccube, Adviserlogic, Fincast, Rubik/Coin, PlatformPlus

Automatic daily datafeeds containing client account, holding and transaction information. 

Financial data aggregation

Moneysoft*, MoneyBrilliant*, Pocketbook*, My Prosperity

Datafeeds to account aggregation services for Netwealth account information displayed in external software. *Via Yodlee.

Accounting software 

Class Super, BGL

Automatically send data to accounting software, with the ability to customise which Netwealth accounts are included.

 

 

Electronic signatures

Powered by most digital and electronic signature providers e.g. Docusign.

Submit forms and applications that have been electronically signed by mouse, stylus or finger. 

Automatic identification (coming in 2019) 

Powered by GreenID

Verify identities against trustworthy, government and independent data sources in real-time.

Group Insurance

Powered by AIA

Fully integrated application via the Netwealth website, choice of premium frequency, have premiums automatically debited from your super account and fully integrated reporting. 

 

Retail Insurance 

Powered by AIA, TAL, Zurich 

Can be linked to Super or Wealth, enjoy a choice of premium frequency, have premiums automatically debited from your account, along with integrated reporting. 

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Investment research apps

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


Managed funds research

Powered by Morningstar

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.


Australian securities research

Powered by ASX

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

Powered by TipRanks

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

Netwealth mobile phone app

Monitor and understand your super and investment portfolios on the go with the Netwealth mobile app. The mobile app provides portfolio and account information for financial advisers and investors.

The app is available to download in the Apple App Store and the Google Play Store, for more information on how to download and use the app, click here.

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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