The next gen investment solution for your SMSF and HNW clients

Wealth Accelerator is a full-featured next gen investment wrap platform with options to suit the needs of your various clients.

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 SMSF reporting

Wealth Accelerator provides consolidated reporting for SMSF trustees to help them meet regulatory, accounting and tax obligations. SMSF annual tax statements are specifically designed to meet SMSF tax requirements. Information can also be downloaded from and into many SMSF and accounting software packages.

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.

Online functionality for your clients

Give your clients browse only access to their holdings, performance charts, reports and statements. Provide anywhere, everywhere access to portfolio and reports via our mobile-optimised webApp.

Features

One platform, multiple options

Every client has different investment needs. Wealth Accelerator offers two options which will have you and your clients covered.

Term deposits

Wealth Accelerator Core
Wealth Accelerator Plus

Netwealth Global Specialist Funds and GSS Managed Models^

Wealth Accelerator Core
Wealth Accelerator Plus

300+ managed funds

Wealth Accelerator Core
Wealth Accelerator Plus

ASX securities

Wealth Accelerator Core
Wealth Accelerator Plus

International securities

Wealth Accelerator Core
Wealth Accelerator Plus

Managed account models

Wealth Accelerator Core
Wealth Accelerator Plus

Margin lending

Wealth Accelerator Core
Wealth Accelerator Plus

Sophisticated/Wholesale investments^^

Wealth Accelerator Core
Wealth Accelerator Plus

Domestic and international bonds^^

Wealth Accelerator Core
Wealth Accelerator Plus

Foreign currency accounts^^

Wealth Accelerator Core
Wealth Accelerator Plus

Investment options in detail

^The GSS Managed Models are available in certain versions of the Netwealth Managed Account and may not be available to you. Refer to the PDS provided to you for the Netwealth Managed Account.
^^Available for Wholesale clients with our Premium Service.

 

Wealth creation and protection

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Retail insurance cover

Wealth Accelerator Core
Wealth Accelerator Plus

Tax FIFO, LIFO and parcel selection

Wealth Accelerator Core
Wealth Accelerator Plus

Learn about our insurance solutions

 

Customer engagement

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Read only/Transact online access

Wealth Accelerator Core
Wealth Accelerator Plus

PC/Tablet/Mobile access

Wealth Accelerator Core
Wealth Accelerator Plus

Comprehensive reporting

Wealth Accelerator Core
Wealth Accelerator Plus

See all platform features

Resources

More information

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

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

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

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

Get in touch

Insights

 

Latest: Next-generation advice needs

Who are the next generation of advice clients and how do you reach them?

Download the report

Special reports: Take a deep dive

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

Access the reports

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