Redefining investment and super platforms
Listening to your challenges inspires us to create award-winning technology that helps you see your business in a new way.
Watch the videoPortfolio management
Advanced portfolio management
Manage client investments and portfolios using a rich set of award-winning* portfolio and transaction tools.
Detailed holdings information
Link super and investment accounts together, including a client’s family members, to get a snapshot or detailed view of the client’s portfolio.
Online equities trading
Buy and sell listed ASX securities, including ETFs and certain warrants, as well as international equities from multiple global exchanges.
Online switch
Buy and sell over 300 managed funds, Managed Accounts models and term deposits from three leading banks.
Model portfolios
Efficiently and accurately construct, manage and rebalance client portfolios with our rebalancing technology.
Corporate actions
Simplify your business and action complex corporate actions online for individuals or in bulk.
Tax management tools
Choose LIFO, FIFO or select parcels when selling investments to get the best tax outcome for your clients.
Practice management
Your business, your way - practice efficiency and growth
Simplify your business, improve your bottom line and increase business efficiency with practice management tools built for you.
KPI and business reporting
Consolidated reporting allows you to see your business performance across many different dimensions. Access more than 40 customisable reports and look at FUM by adviser, product or client segment. Investigate renumeration, fees, asset performance and easily identify pending transactions.
Activities and workflow management
Organise your day and stay on top of tasks and alerts that affect your clients and business. In one spot, action workflow tasks assigned to you and your team, track the status of tasks requiring your client’s approval and view important client account alerts.
Managed accounts
Enjoy the efficiency and scale benefits Netwealth’s Managed Account can provide your business. And it is fully integrated with our super and wealth services.
Data feeds and external software integration
Feed data automatically to a variety of major financial planning and accounting software providers, with the flexibility to customise which Netwealth accounts are included. Set up feeds from external client bank accounts directly into the client dashboard.
Fee management flexibility
Choose from flexible fee options that can be constructed at either licensee or adviser level. Implement tiered and/or fixed fees. Also family fee groups allow you to link accounts of family members, related trusts, companies and SMSFs to reduce administration costs.
Cash transaction listing
Drill down and view the details of every transaction. See rollovers, contributions, dividends and other transactions within the account in real-time.
Awards
Rated Australia's best overall platform*
Rated by Investment Trends as number 1 in Overall Satisfaction by users for the 11th consecutive year, rated number 1 by Investment Trends for Best Platform Overall in 2015-2019 and 2021, and rated by Chant West as Best Advised Product of the Year 2018-2022 and 2024.
Customer engagement tools
Demonstrate greater value to your clients
Communicate your client value proposition clearly with innovative software that is easy for you and your client to use.
Client reports and review tools
Access a comprehensive range of reports and online charts. Run reports looking at funds under management, specific investments, client details and transaction details. Tailor reports to look at individual clients or in bulk using a range of criteria. Reports can be run in multiple formats.
eSignature and online applications
Complete super applications online by having the client sign on the spot from a desktop, tablet or mobile using our eSignature tool. You can also complete applications with information sent directly from XPLAN, so no double keying.
Online functionality for your clients
Give your clients browse only access to their holdings, performance charts, reports and statements.
Client mobile app
Provide on the go access to their portfolio and reports via
the Netwealth mobile app.
Investment research
The latest investment research tools for local and international markets
See investments in a fresh way with access to the best available research data and tools on local and global markets.
Managed funds research
Get the latest research data and commentary, plus compare and contrast managed funds and managed account models. See performance data, costs and use powerful filtering tools to identify funds by manager and asset classes.
ASX data and research
Stay up-to-date with changes in the Australian stock market. Get access to prices and market depth charts on individual stocks, as well as the ability to set up personalised stock watchlists and stock alert email notifications.
Wealth protection
Multiple insurance providers and options
Access group or retail insurance options with leading Australian providers.
Group and retail insurance
Access a range of leading insurance providers with different options.
Online applications and claims
Save time completing paperwork and claims with online tools designed for you and your client.
Online payments
Have premiums automatically debited from your client accounts.
Great takeover terms
Group insurance can be written through the Netwealth super products, using short form application and standard transfer terms.
What our clients are saying
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Neal
Financial Adviser
Netwealth supports my business in many ways and understands what I am looking to achieve. [Their] service and administration gives me confidence in recommending Netwealth to my clients. Netwealth’s client service is great and they are passionate about helping us and our clients.
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Scott
Financial Adviser
With leading Fintech processes, dynamic innovation and a continuous development ethos in order to maintain and future proof the platform offering, [Netwealth gives] Advisers a clear point of difference for scale, execution and compliance.
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Malcolm
Financial Adviser
We continue to be impressed by their outstanding culture, their professionalism and their outstanding ongoing service. The impression we have is that all Netwealth’s management and staff are committed to the success of their company and ours.
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Ray
Financial Adviser
We were impressed from day one with the professionalism and proactivity of the entire team at Netwealth. Everyone from the Managing Director down was there to help and did exactly what they said they would do.
Wondering what to do next?
Speak with a BDM
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 BDMSchedule a demo
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 demoContact us
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