Access a wide selection of adviser apps, data and software integrations to expand your Netwealth experience.
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.
*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.
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.
Generate quotes and set up annuities, along with the maintenance of client details and managing maturity instructions.
Netwealth accepts 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)
Verify identities against trustworthy, government and independent data sources in real-time.
Fully integrated application via the Netwealth website, choice of premium frequency, have premiums automatically debited from your super account and fully integrated reporting.
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.
Managed funds research
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
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
Through TipRanks, view buy, sell and hold recommendations from analysts, insider and hedge fund transactions and blogger sentiment.
To view more information or to view Tipranks terms and conditions, click here.
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.
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