Results for: Netwealth platform feature

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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Learn about Netwealth's fee savings initiatives

Did you know over 40 managed funds on our Investor Rewards Menu attract a 0.10% p.a. rebate of the value invested in the fund?

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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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Global Specialist Series Active funds now open

In August 2016, Netwealth changed the underlying funds for the four Netwealth Global Specialist Series Active funds from Morningstar Investment Management to Russell Investment Management Limited.

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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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Professional Planner - Netwealth and IRESS deliver straight-through processing

Netwealth and IRESS have teamed up to offer advisers ‘straight-through processing’ for new applications, reducing the need to re-key information, and significantly increasing back office efficiency. 

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Money Management - Netwealth platform tops list for functionality

Netwealth has emerged as the number one platform for functionality, according to the latest Investment Trends 2015 Platform Report with efficiently meeting and supporting adviser needs.

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Money Management - Netwealth launches electronic signatures and more efficiency tools

Netwealth announced it is piloting a new integrated automation service, allowing advisers to establish new accounts using electronic signatures across desktop, tablet and mobile devices.

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Get started with ASX Live Data

Netwealth's ASX Live Data help keep you up to date with changes in the Australian stock market and offers a number of great features including access to live prices and personalised stock watch lists.

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Netwealth launches new KPI dashboard for advisers

The Netwealth platform has always been a great a place to manage your clients' investments, super and insurance - but with our latest upgrade, it has become an even better tool for your advice practice.

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Goodbye paperwork: You can now trade international shares online with Netwealth

netwealth is pleased to announce a recent upgrade to our platform which gives you and your clients the ability to buy and sell international securities online through their super and investment wrap accounts. 

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Welcome to your new adviser dashboard

You are now able to search for a client by simply entering their name, client number or account number from a single search box to save time and reduce clicks.

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Netwealth Managed Account now available

The Netwealth Managed Account provides you and your clients access to a range of investment "models" which are managed by professional managers and can be combined with other assets your clients hold in their super or wrap account.

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New International securities trading service

The Global Market Access service provides financial advisers with the ability to trade international securities on behalf of Investment and Super clients on the netwealth platform, offering an efficient and cost effective way to ...

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Find out about our client dashboard and charts

The Netwealth team has been busy updating our platform to further simplify the way you view client information. We have added new sections under client reporting called Dashboard and Charts which shows a breakdown of client information ...

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Introducing Distribution Reinvestment

The launch of the new Distribution Reinvestment option enables clients to have managed fund distributions immediately reinvested back into the same funds.

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US stock research now available

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. Once logged into your Netwealth account you can see ...

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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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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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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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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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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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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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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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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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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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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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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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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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Tools for tax time

At Netwealth we provide a number of tax tools that help you manage the busy end of financial year activities.

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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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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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Communication Settings

Take control over the communications that Netwealth send you and your clients with our simple to use communication settings function.

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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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GST reduction on adviser fees

This is a refund of GST on adviser fees payable by the client of 7.5% (clients only pay 2.5% GST on their base fee).

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New buy sell screen for managed accounts, managed funds and term deposits

Enhanced buy/sell functionality for managed funds, managed account models and term deposits.

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