When?

Thursday 29th October, 12PM AEDT

Overview

At Accelerate Summit 2026, we unveiled a range of new platform enhancements designed to help advisers streamline workflows and access additional information. Now it's time to explore these innovations in action. 

Using a practical client review case study, we'll go beyond the feature announcements and show how these enhancements can be applied throughout the advice process. You'll see where each fits within your workflow, the value it can deliver, and how to confidently put it into practice.

What we'll cover:

• Business update – Key business milestones, growth highlights and major announcements from the Summit keynote.

• Netwealth Research Hub – Learn how to uncover market insights, analyse investment performance and identify portfolio opportunities more efficiently.

• Portfolio Screen & Charting – Explore new charting widgets designed to help you quickly understand portfolio composition, performance and the value being delivered to your clients.

• Bank Feeds – Discover how the new Open Banking solution can help build a more complete picture of your clients' financial position.

• Custom Reporting – See how to create tailored client review packs more efficiently with flexible, customisable reporting.

• Plus meet Paradino founders Alex and Josh – Learn more about Netwealth's proposed acquisition of Paradino and how the combined capabilities are expected to support adviser workflows and client engagement.

Who it's for?

Practice support staff, advisers and practice principals looking to get more value from the latest Netwealth enhancements. Whether you attended Accelerate Summit or are catching up, this session will help you confidently put these new capabilities into practice.

Register now

Speakers

Josh Hatch

Training and Relationship Manager, Netwealth

Alex Gassner​  ​ ​

Co-founder and CEO, Paradino​​