Netwealth platform updates

What's new in the Netwealth platform.

Account based income streams - Set up and manage a regular income stream or pension payments

Income stream account maintenance is available online, making it simple to manage income requirements.

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Wealth Exchange - Integrate a wide selection of apps, software and data sources to the Netwealth platform.

Utilising Netwealth's open architecture and APIs, users are able to integrate a wide selection of apps, software and data sources to the Netwealth platform.

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Cash settings - The future of automated cash management

Automate cash account liquidity requirements through configurable buy/sell triggers and settings. 

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Cash payments - Perform easy cash withdrawals and third party payments online

Make multiple withdrawals from a Netwealth account every day, and make payments to third party bank accounts via your Netwealth log in. 

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BGL Data feed Enhancement - feeds for individual clients

We have enhanced our BGL data feed functionality so that you can send BGL financial data for all your clients on your code, or for selected individual accounts only.

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Our new look Netwealth website

Our new-look website has a more modern design which is built for large screens, but can resize for laptops and tablet, and also features an updated menu system helps you locate key tools and information easily.

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Two factor authentication

As an additional protection against unauthorised access we have enhanced account security by offering two factor authentication (2FA) when you log in to your Netwealth account.

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New look reports and consolidated reports

If you have multiple accounts, or have accounts linked together using our family-grouping functionality, they are now able to be consolidated together for reporting purposes, providing a more holistic financial picture. 

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Managed Account asset transfer update for advisers

Our online managed account asset planner and transfer tool gives you the flexibility to model the impact of a potential asset transfer, and facilitate the transfer in or out of the managed account online, without the need for any ...

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A sneak peek at the new-look Netwealth website, tracking & downloading client tax statements, investment research tools and more..

Platform updates - July 2018. Updated website navigation (coming soon), downloading client tax statements and free investment research tools. 

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Include managed accounts in your SMART models, new portfolio performance report, tools for tax time and more

Platform updates - June 2018. You now have the ability to include managed accounts to your SMART model portfolios, new reports including Portfolio Performance Report and consolidated Portfolio Valuation – Detail Report, and ...

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New reports, greater control over managed account trading limits, participation in class actions and more

Platform updates - May 2018. A new client report is available and more are coming soon, set minimum trade sizes by the percentage of total dollars invested in a managed account, view the general guidelines for end of financial ...

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Better manage your fees with our online functionality

Did you know you can release clients, update their fees, view your client's current fee arrangement and more on our platform? Find out more about how our fee functionality can help you better run your business.

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Introducing a cost-effective managed account for your low-balance clients

Platform updates - April 2018. We've broadened the Netwealth GSS range of investment options to include low-cost, diversified index managed account models that can be used for both your Netwealth Accelerator Core and ...

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You no longer need to print and scan signed client documents

Platform updates - April 2018. We are now able to accept digital signatures on client forms and documents provided to us via the online Document Upload Facility. 

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Control client communication settings, additional nominated bank accounts and more

Platform updates - March 2018. Clients can nominate additional bank accounts for withdrawal, control the communications sent to you and your clients, expansion of our Global Specialist Series, managed account pending transactions ...

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Make payments to any Australian bank account on behalf of your clients

Netwealth’s ‘Pay Anyone’ solution allows you, and nominated staff, to easily and efficiently make payments to third party Australian bank accounts on behalf of your clients.

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Produce automated Records of Advice (ROAs) when you rebalance client portfolios

Automate your ROA process when you rebalance client portfolios using our our SMART model portfolio technology. Features include the ability to customise the client ROA and online acceptance by the client.

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Monitor your clients investments on the go with the Netwealth mobile phone app

Monitor and understand super and investment portfolios on the go with the Netwealth mobile app. The app provides portfolio and account information for financial advisers, their clients and investors.

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Enhanced managed account transaction functionality and more

Platform updates - January 2018. Streamline your managed account asset transfers, change to client password reissue procedures and how to remove clients you are no longer serving from your Netwealth account.

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Trade a managed fund for multiple clients in a single transaction

Platform updates - November 2017. You can now react quickly to time critical market events by buying or selling a managed fund across multiple clients in a few easy steps with our bulk managed funds trading option.

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Product features you may not know about

Platform updates - November 2017. Find out about family fee grouping,  saving managed fund searches to your 'Favourites', and curating your own ASX watchlist to quickly see market movements of interest.

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Concessional contribution cap reporting, Zenith managed account models and more

Platform updates - September 2017. Discover our new concessional contribution cap reporting, find out what we have added to our managed account portfolios and learn how our wholesale certificate expiry alerts operate.

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Enhancements to reporting, fee management, projecting managed accounts transfers and more

Platform updates - August 2017. Discover the improvements made to reporting, managing client fees online and check out our new tool that allows you to forecast how transfers of assets to managed accounts will impact a clients account.

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Enhancements to document upload, nominated bank accounts, reporting and more

Platform updates - July 2017. There's also been improvements to our online claiming of tax deductions, data feeds and SMSF tracking. Find out more about what's new on our platform.

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Find out about rate of return, asset allocation and unit summary charts

The Netwealth team has been busy updating the platform with new functionality, including the addition of goal setting capabilities, a notifications feature and a range of new charts.

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US stock research now available in the Netwealth platform

Netwealth is excited to announce an exclusive platform arrangement with global fintech firm TipRanks to provide research on all major shares listed on US markets. The tightly integrated offer allows you to see buy, sell and hold ...

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Learn about Netwealth's fee savings initiatives

Are you aware that you might be able to save on admin fees by linking your Netwealth accounts with your family members? Did you know over 40 managed funds on our Investor Rewards Menu attract a 0.10% p.a. rebate of the value invested ...

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Learn about international securities trading

The Global Market Access service provides Netwealth superannuation and wrap account holders with the ability to trade international securities across multiple exchanges around the world, offering an efficient and cost effective ...

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e-signature now available for new Super account applications

We are pleased to announce that e-signatures are now available for new Super Applications providing you with a seamless, efficient and fast way to lodge and open new accounts with Netwealth.

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