Transform your wholesale investor offering

Discover how you can access exclusive investments and technology solutions for your wholesale clients using Wealth Accelerator Plus.

Speak with a Distribution Manager Request a demo

Overview

Servicing the unique needs of wholesale investors with Wealth Accelerator Plus

Managing significant wealth requires you to have institutional-quality solutions, from exclusive investment opportunities, to technology that helps you effectively service the needs of these sometimes complex and time-consuming clients. Wealth Accelerator Plus provides a turnkey investment management solution for your wholesale clients.

Exclusive investment options

Access institutional-quality investments, including private markets, structured products and unlisted bonds.

Private wealth administration

Outsource parts of your investment operations to Netwealth’s non-custodial asset administration service, and reduce the admin burden in managing complex investments.

Whole of wealth oversight

Use our XWrap data management tools to upload, track, manage and report on investments like investment properties or art collections.

Own the client experience

Reflects your business identity with a fully branded client portal, mobile app and reports.

Investments

Exclusive investment access

Wealth Accelerator Plus gives your clients access to institutional-quality investments, many with lower initial investment requirements. Create highly tailored and diversified portfolios for your wholesale clients.

Private market access

Invest in exclusive private equity funds, venture capital and internationally domiciled funds, with easy online trading and capital call management.

Access hundreds of managed investments including unregistered schemes (issued via Investment Memorandums) without the usual initial entry requirements.

Invest in unlisted Australian and International bonds, including small parcel bonds, providing direct access to fixed income markets with lower trade minimums.

Hold, trade and transact in multiple currencies, unlocking global investment opportunities.

Trade on ASX, CBOE, and 16 International exchanges, with VWAP trading for large order executions and external settlement.

Request the full investment list

iCapital

Unlock Global Private Market Access with iCapital & Netwealth

Expand your investment offering beyond either traditional asset classes or beyond the public markets. Through Netwealth’s exclusive partnership with iCapital, the fintech platform powering the world’s alternative investment marketplace, you can access a broad range of private market strategies from some of the world’s most respected managers.

Broad access to private market strategie

Invest in private equity, private credit, real assets, infrastructure, and hedge funds with lower entry thresholds.

Fully digital experience

Leverage iCapital’s award-winning platform to execute private market transactions fully digitally, reducing paperwork and improving efficiency while reducing complexity and paperwork.

Institutional-grade research

Access comprehensive research that supports fund selection, improves transparency, and builds client trust.

Integrated education & support

Get exclusive insights and access guidance, training, and resources to help position alternatives within your client portfolios.

Request a meeting

Private wealth administration

A smarter way to manage non-custodial assets

Managing private equity, internationally domiciled funds and other complex investments in-house can be time-consuming and operationally demanding. Wealth Accelerator’s non-custodial asset administration service provides a streamlined, outsourced solution, reducing your operational overhead while your clients retain full ownership of their assets.

Outsource your administration

With a dedicated mail house, Netwealth manages transactions, unit price updates, corporate actions and capital call payments for your wholesale clients.

Online portfolio management

View current holdings, track transactions, submit trade requests and generate client reports online.

Integrated tax reporting

Receive detailed, audited annual tax statements that provide a comprehensive breakdown of income, capital gains and charges

Seamless setup

Easily transfer investments with a simple online process that reduces paperwork.

Speak with a Distribution Manager today

Data management

XWrap: Bringing all investments under one roof

Give your clients a complete view of their entire investment portfolio - not just those assets managed by Netwealth. XWrap is an alternative solution to our non-custodial asset administration service, and provides financial advisers with the data management tools to track and manage external assets, ensuring they are displayed alongside assets managed by Netwealth for a whole-of-wealth view.

Manage external investments

Upload and manage investments like commercial buildings, private managed funds, and art collections.

Bulk uploads for efficiency

Streamline portfolio management with CSV uploads for assets, pricing and transactions.

Consolidated portfolio reporting

Generate detailed client reports and view consolidated holdings across Xwrap and Netwealth managed assets.

Get an XWrap demo

White label

Brand it your way

Strengthen client relationships with a branded investment experience that reflects your company’s identity. Customise key touchpoints by adding your logo and branding to reports, and provide a fully branded online portal and mobile app to create a seamless, professional experience.

Resources

Unlock the potential of your business

Discover Netwealth's latest private market reports.

Unlocking private markets

For those seeking to understand private market opportunities, their benefits and risks.

Download now

For those ready to move beyond the basics and roll-out a private market offering for their clients.

Download now

For those looking for fresh perspectives, and to elevate their knowledge on private markets.

Download now

Stat 1

162,000+
Netwealth account holders

Stat 2

$118+ billion funds under administration and management

Stat 3

3,900+ advisers
using the platform

Stat 4

700+
Netwealth staff members

Ready to transform your wholesale offering?

Access exclusive institutional-quality investment opportunities, streamline portfolio management, and enhance client-engagement with Netwealth.

Discover how you can attract new wholesale clients, scale your business, and deliver greater value with the right tools and investment access at your fingertips.

Complete the below form to connect with a Netwealth Distribution Manager.

 

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