Product updates
Discover the latest enhancements to the Netwealth platform including new tools, functionality and reporting
What’s new: Major enhancements
A new digital way to open Wealth Accelerator accounts
Onboard clients more efficiently with our new digital application process. The streamlined workflow guides you step‑by‑step, with integrated document upload, ID verification and a seamless online review experience for clients.
Flexible transfers between Super and Pension
Netwealth’s Transfer Between Accounts tool now lets advisers move a portion of cash or selected assets between Super and Pension in either direction quickly, securely, and entirely online.
Do more with Core
Netwealth’s Core menu keeps evolving, delivering more choice, greater flexibility, and globally recognised solutions at low cost. Now featuring Dimensional Wealth Models and Vanguard LIS Core Satellite Models.
2026 updates
Q3 January - March
A new digital way to open Wealth Accelerator accounts
Open accounts online with less admin and faster processing
You can now onboard clients more efficiently with our new digital application process for Wealth Accelerator. The streamlined workflow guides you step‑by‑step, with integrated document upload, ID verification and a seamless online review experience for clients.
Key features:
- Accelerate client onboarding – Enjoy instant account opening for eligible account types through straight‑through processing.
- A single workflow for all requirements – If you’re opening an account that requires additional documentation, you can upload everything directly within the application process.
- Client convenience – Clients review and approve applications online via a secure email link. Each investor, including multiple signatories, receives their own secure login.
- Integrated compliance support – KYC verification via GreenID and required‑field validation help ensure applications have the right details.
- Full visibility – Track application progress in real time through the onboarding tracker, helping you stay on top of follow‑ups and deadlines.
2025 updates
Q2 October - December 2025
Flexible transfers between Super and Pension
Netwealth’s Transfer Between Accounts tool now lets advisers move a portion of cash or selected assets between Super and Pension in either direction quickly, securely, and entirely online.
- More control – Transfer exactly what your client needs - specific assets or amounts - without liquidating entire portfolios.
- Faster outcomes – Most transfers complete the same day, so clients can access benefits sooner.
- No paperwork – Eliminate forms and signatures with a fully digital process.
- Compliance built-in – Smart prompts and audit trails help you stay on top of tax deduction notices and other requirements.
Do more with Core
Netwealth’s Core menu keeps evolving, delivering more choice, greater flexibility, and globally recognised solutions at low cost. Now featuring:
- Dimensional Core Wealth Models, built on decades of academic research, apply a systematic, evidence-based process to deliver diversification across Australian and global equities and fixed income, targeting reliable sources of higher expected returns while managing risk efficiently.
- Vanguard LIS Core Satellite Models, a best-of-both-worlds approach combining Vanguard’s global indexing & asset allocation experience with LIS research backed active manager selection for enhanced diversification and performance potential.
With Super Accelerator Core and Wealth Accelerator Core, you can build cost-effective portfolios from over 70 investments, including managed funds, models, term deposits, fixed-term annuities, and cash.
New: Portfolio Widgets
Get the data that matters most in seconds with three new portfolio widgets:
- Available Cash - Instantly see investable cash, pending trades and cash minimums, with a direct link to the Transaction page for when you’re ready to act.
- Tax & Preservation Status - Get a quick view of the taxable component split of super, plus preservation amounts. This helps you plan withdrawals, recontribution strategies, and retirement conversations.
- Portfolio Movement - Track inflows, outflows, income, and market impact over a selected timeframe. Instantly explain performance drivers, perfect for quick reviews or quick client conversations.
Widgets update in real time and are visible to clients, making planning, reviews, and conversations faster and more transparent.
Q1 July - September 2025
New trading options for International Securities
Netwealth gives you flexibility and control when trading international securities, so you can tailor strategies to your clients’ needs.
Options include:
- Market Orders - Execute trades at the current market price for speed and simplicity.
- Limit Orders - Set a specific buy or sell price to ensure trades only occur at your chosen level, giving you precise control over execution.
- New VWAP (Volume Weighted Average Price) trading - Trade at a price that reflects the market’s daily average, calculated throughout the day and weighted by volume and price - ideal for reducing the impact of short-term fluctuations.
More choice means you can select the approach that best suits your client’s strategy.
Manage multiple payments with ease
Simplify complex cash flow strategies with Netwealth’s Payment Scheduling feature, designed to save advisers time and reduce administrative burden.
From a single account, schedule multiple payments with tailored amounts, frequencies, start dates, and destinations.
Why this matters:
- Control & customisation - Align each payment with your client’s strategy for greater flexibility.
- Built for complexity - Confidently manage multi-party structures, beneficiaries, and trustees without manual intervention.
- Automation & accuracy - Reduce risk and free up time by automating high-value transactions, ensuring payments run smoothly.
Spend more time on client strategy while we simplify payment complexity.
New reporting feature: Custom inception dates
You can now set the start date for performance reporting. This puts you in control of when “since inception” really begins.
Why it matters
- Pick the inception date that reflects when the portfolio was fully invested or when your strategy commenced
- Remove distortions from partial funding, small deposits, or early fee flows
- Reset the clock if you take over a portfolio or change the investment approach
- Once set, your chosen date becomes the default for that account and applies across all performance-based reports and bulk packs
- Change or revert back to the Netwealth default at any time.
Setting a custom inception date is simple. Select a client and navigate to Client Details > Account Settings > Report Settings and enter the date that best reflects when your selected client’s portfolio was fully invested or when your strategy began. The new date automatically applies across all performance-based reports and bulk reporting for that account.
Q2 April - June 2025
Elston Income Series
Netwealth's low cost super and investment account, Core solutions, now has even more investment choice with addition of Elston Income series. Take advantage of a dynamic, income-focused investment solution tailored for those nearing or in retirement. These portfolios aim to deliver income above benchmark yields while preserving capital, using a flexible strategy that actively adjusts asset weights to capture dividend and distribution opportunities. With exposure to ASX100 equities, ETFs, and managed funds, the series boosts after-tax returns through franking credits and maintains diversification across equities, fixed income, property, and infrastructure.
With Super Accelerator Core and Wealth Accelerator Core, you can build cost effective portfolios with the Elston Income Series and over 70 investments, comprising managed funds, models, term deposits, fixed term annuities, and cash.
Q3 January - March 2025
A quick view of your investment’s price
The unit price chart gives a visual snapshot of how price has performed over time, for managed funds or for equities.
Zoom in on specific timeframes, track historical price movement, and see exactly where purchases were made. Whether reviewing progress or exploring trends, it’s a smart way to understand what’s happening - and when.
The new price charting tool is available now, open any portfolio and click or select an asset to view.
Want to see any of our features in action?
For an in-depth and live look at any of our features, please request for one of our team to contact you.
2024 updates
Q2 October - December 2024
Track a submitted request to Netwealth. In real time.
Discover Workflow Tracker designed to help you and your team track outstanding requests with Netwealth, such as applications for new accounts, withdrawals, and benefit payments.
Easily review the status and pending reasons for requests, ensuring you have the information you need, when you need it. Quickly identify requests that require your attention, whether they are awaiting further instructions from you or your clients.
Transfer an Income Stream to Personal Super - no paperwork required
We’re excited to introduce our latest feature that simplifies full transfers from Income Stream accounts to Personal Super accounts. This new tool:
- Removes paperwork for faster, smoother transfers.
- Automatically flags and allows you to resolve issues that might delay processing, such as pending asset sales.
- Speeds up time—most transfers are completed on the same day.
This feature is currently available, select your client’s Standard Income Stream or Transition to Retirement account, and Navigate via the main menu to ‘Activities & Tasks’ > ‘Transfer Between Accounts (new)’. Visit the Knowledge Centre guide for more information and detailed step-by-step guide.
A new look portfolio page for a ‘whole of wealth’ picture
A modern, intuitive design crafted to help you manage your clients’ portfolios more effectively:
- Whole of wealth: Our new portfolio page consolidates all essential client portfolio information into one streamlined view. From a single page access your client’s entire portfolio, including: investments, superannuation, off-platform assets, plus bank accounts and property feeds.
- Enhanced information display: A new three-column layout offers a broader view of essential data at a glance, reducing the need to switch between pages. A newly introduced right-hand panel delivers a detailed breakdown of cash account specifics and asset summaries.
- Unified view across devices: Portfolio information can be accessed from anywhere, on any device, with our new unified view.
*For illustration purposes only
Find client details faster with a new search
We understand how important it is for you to be able to find client information quickly. That's why we've overhauled the client search function to be more intuitive:
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More ways to search: Search by account details or adviser, using advanced search functionality.
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Streamlined information display: A dedicated side panel provides quick access to select client information.
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Faster processing: Spend less time waiting for search results with faster processing times.
Q1 July - September 2024
Tell powerful investment stories at scale
Netwealth is excited to announce the launch of several new features that enhance our client reporting tools. These features have been designed to simplify your reporting processes so you can deliver tailored client reports at scale.
Why you’ll love our client reporting tools:
- Extensive range of reports: Access over 20 different types of reports including Return Contribution, Adviser Fee Statements and Centrelink Schedules, and run these reports for multiple clients at once.
- Customisable report templates: Use an intuitive drag-and-drop interface to create your own reports to highlight the most relevant information and charts for your clients.
- Group accounts for efficient report management: Easily segment clients into specific categories, such as “gold-tiered” or “insurance clients” to save time when generating reports.
- Multi-select accounts for bulk reporting: Don’t just run reports for individual clients, access all reports (including summary chart reports) and any reports you create for multiple accounts at once.
- Optimised report generation: Generate multiple reports at once, and access previously generated reports.
- Pre-configure your favourite report settings: Set your reporting preferences once and apply them across all reports you generate in the future, ensuring consistency and eliminating repetitive data entry.
Our enhanced client reporting is now available. Navigate to Reports > Client Reports to start leveraging these powerful features. For a detailed guide, visit the Knowledge Centre or schedule a demo with a Business Development Manager.
*For illustration purposes only
Q4 April - June 2024
International share trading: Faster trading with greater price control
Experience live trading across 16 international exchanges and greater order control with our latest share trading enhancements:
- You can now place orders at any time and have them execute when the relevant international market is open. Straight-through processing eliminates delays and helps ensures faster execution of orders.
- Set Price Limits: Gain greater control over the buying and selling prices for trades with 'at limit' orders. Set the maximum or minimum price at which you are willing to buy or sell a security and have the comfort of knowing your order will be triggered at the price you set.
New trading features are available now for trades initiated using ‘Buy & Sell International securities' on an individual account level. Visit the Knowledge Centre guide for more information.
January - March 2024
Create your own client report templates
Save time preparing for client reviews with ‘Report Templates’. Select and arrange existing reports to create your own custom report templates which can also be shared across your business.
Here is how it works:
- Create: Select two or more pre-existing reports, arrange them in the required order, and choose whether it should have a cover page or not.
- Share: Choose whether you want to share your new report template with other users in your team.
- Generate: Start using your new report template for selected client accounts via ‘Reports & Statements’.
Create your own custom report today, navigate to Reports > Report Templates to get started or for more information visit the Knowledge Centre.
*this video is an illustration
Discover Wealth Exchange: Connect and integrate your data
With Wealth Exchange and Data Integrations, you can easily set up and manage 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.
Our 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.
To get started, navigate to Business Settings > Wealth Exchange / Data Integrations, and for more information, visit the Knowledge Centre.
*this video is an illustration
31-day cash product at RBA +25
Introducing a new GSS 31-Day Notice Fund, further diversifying our cash product investment options. This fund offers a competitive floating yield with interest paid at RBA +25 basis points, plus the flexibility of a 31-day notice period for withdrawals.
Speak with a netwealth Business Development Manager for more information.
