Netwealth redesigns platform to enhance the user experience for advisers and investors

 
Date: 04 September 2018

We are excited to share with you our new look! 

The launch of the new adviser and client portal combined with the Netwealth iOS and Android mobile app, significantly enhances the way advisers and investors interact with the Netwealth platform.  The focus is ease of use and the maximisation of screen real-estate when you are in the office, or smaller devices when you are on the go.

For advisers

To see the adviser functionality in action, watch the 2 minute video below.

 

Your new look platform gives you:

  • A more modern design built for large screens, but can resize for laptops and tablets
  • An improved client search capability creates efficiency
  • An updated menu system helps you locate key tools and information easily
  • An easy toggle between your business and client view aids productivity

 

For investors

To see the investor functionality in action, watch the 2 minute video below.

 

Your new look online account gives you:

  • A more modern design built for large screens, but can resize for laptops and tablet
  • An updated menu system helps you locate key tools and information easily
  • Easily switch between investment, super and pension accounts