Wealth Exchange 

Access a wide selection of adviser 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 adviser apps, software and data sources to the Netwealth platform.

Third-party data feeds

Subscribe to over 25 data integrations and share Netwealth client data with software providers like Xeppo, BGL, Financial Simplicity, and Xplan.

Data integration tools

The Data Integrations feature gives you complete control over your data in one central location. Cancel subscriptions, edit settings, and manage data feeds on a client level with ease.

XWrap

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.

Learn more

Watch: Online data integration tools

Watch an overview to see how you can manage third-party data feeds and control your data in one central location.

*This video is an illustration

Data Integrations

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Netwealth integrates with a wide range of third party providers. Speak with a Business Development Manager for a full list of available integrations. 

AdviserLogic

Asora

BGL 360

Briefcase

Class Super

Complii

Evare

Fabric Risk

Fin365

Financial Simplicity

Hero360

Intelliflo

InvestmentLink

M2Wealth

Masttro

MyProsperity

PIMS

Platformplus

Plutosoft

ProductRex

Swissquant

XPlan

Xeppo

SuperMate

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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