Overview

Powerful reporting and an extensive range of investments

Managing client SMSFs and investment portfolios is time-consuming without the right tools. Wealth Accelerator gives you and your clients the ability to manage their SMSF and non-super investments, in a single online place, centralising and consolidating portfolio administration and reporting.

Portfolio management tools

You and your clients can buy and sell investments, monitor performance, manage all relevant paperwork and more. The comprehensive reporting suite makes client engagement and management a breeze.

Extensive range of investment options

Access a broad range of investment options, including managed funds, Managed Account models, term deposits, ASX listed securities, international securities, and exclusive options for wholesale clients.

Business efficiency

Better manage client investments and improve business efficiency with tools such as managed accounts and our SMART model portfolio and rebalancing technology.

Enhanced reporting

Simplify end of year reporting with consolidated tax statements to help you meet regulatory and tax obligations. Give accountants and other professionals third party account access for reporting, plus send asset data to major accounting software providers.

Non-custodial asset administration

Simplify the management of complex assets, like private equity funds, limited partnerships and internationally domiciled managed funds with our outsourced administration service. Access online portfolio reporting, mail-house support, and enhanced tax reporting capabilities.

Cost-effective

Our clear and simple pricing provides further savings when grouping family member accounts together or investing via our investor rewards menu. You will also have access to low-cost Australian and international trading and no switching fees on managed funds.

Resources

More information

Want more information on Wealth Accelerator? Our resources section has everything covered.

Wealth Accelerator brochure

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Important resources

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Wondering what to do next?

Speak with a BDM

Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs.

Contact a BDM

Schedule a demo

If you want a hands-on experience, we can organise a quick online demonstration of some of the key features of the platform and our service.

Schedule a demo

Contact us

For those who prefer, email us, give us a call or even drop in.

Get in touch

Insights

Latest: Managed accounts during volatility and beyond

Four advisers share how managed accounts can enhance your client value proposition.

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Special reports: Take a deep dive

Our collection of guides take a deep dive on topics including AdviceTech, managed accounts and cultural trends.

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Podcasts: Between Meetings with Matt Heine

Netwealth's Matt Heine chats to industry thought leaders on the opportunities they see for financial advisers.

Listen to the episodes

Webinars: Grow your Business IQ

Recordings from our monthly webinar series, covering a range of topics presented by industry professionals.

Watch the presentations

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The next gen investment solution for your SMSF and HNW clients

The next gen investment solution for your SMSF and HNW clients

Overview