Build your firm for the future
Discover a world of opportunity for your business and clients with Netwealth
Watch the videoOverview
Imagine a partner who sees wealth differently
Netwealth sees more than global markets, investments, data and technology. We see a world of choices, a world of relationships, a world of efficiency and a world where everyone can discover a brighter future.
Wealth is about tomorrow and progress. With Netwealth - a world of opportunity awaits you.
Investment
Access investments from around the world including local and international securities and bonds, foreign currency accounts, wholesale managed funds and managed accounts, term deposits and more.
Access
See a world of information on your mobile or desktop including super, investments, banking and property. Access detailed reporting, transactional capability as well as daily business news and market data.
Engagement
Enter a world where you connect with your clients on their terms using Netwealth’s next-gen client portal and mobile app. Access more than 50 customisable reports to see your client's performance differently.
Insight
Access news, research, market data and podcasts that provide regular insights to help you spot change that matters in an increasingly complex world.
Stat 1
145,000+
Netwealth account holders
Stat 2
$95+ billion funds under administration and management
Stat 3
3,500+ advisers
using the platform
Stat 4
600+
Netwealth staff members
Features
Technology that helps you run your business the way you want to
Experience greater efficiencies and client outcomes with our market-leading technology and innovations. With enhancements released every two weeks, take advantage of a platform that evolves with you and your client's changing needs.
Wide breadth of investment options
Access managed funds, managed account models, ASX and international securities, bonds, foreign currency accounts, term deposits, annuities and more.
Build your own model portfolios
Efficiently construct and manage client portfolios with our rebalancing technology and automatically generate ROAs.
Efficient cash management
Manage client's excess cash by establishing rules for cash target, and instructions for reinvestment and auto-sell down.
Extra support for your business
Netwealth offers a four-tier ongoing support system, so whenever you need help, training or guidance someone from our dedicated team will be there to help you.
Online access for your clients
Communicate your client value proposition with online account functionality, anywhere access via our mobile app, powerful reporting, electronic signatures and more.
Scale with 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.
Detailed client and business reporting
Access more than 50 customisable reports to see your client and business performance across many different dimensions.
Data feed and external software integrations
Feed data automatically to a variety of major financial planning and accounting software providers, and set up feeds from external client bank accounts into their dashboard.
Super options to suit varying client needs
Choose from Super Accelerator Core or Plus to provide solutions for clients with different needs and sophistication.
Investment wrap accounts
Manage investments more efficiently for your SMSF or high net-worth clients using an online investment account with sophisticated tax and performance reporting.
SMSF administration for your clients
If you don't have the time or in-house expertise to administer client SMSFs, our team of SMSF specialists can help remove the burden.
Wide range of integrated insurance options
Offer your clients choice and select from a wide range of integrated insurance options and policies from a number of leading providers.
Non custodial asset management
Elevate your service offering with Wealth Accelerator's non-custodial asset management. This outsourced administration service makes managing complex assets more efficient and less time-consuming.
Premium investment options
Offer your wholesale clients access to an expansive range of investment opportunities, including bonds, wholesale funds, and foreign currency accounts, through the Wealth Accelerator's Premium Service.
Property and bank data feeds
With Netwealth's data feeds, offer your clients a whole of wealth view of their financial portfolio, including property and bank assets, all integrated seamlessly into the Netwealth client portal.
The Netwealth + Xeppo connector
Synchronise your Netwealth client data effortlessly with Xeppo's data warehouse, CRM, and sophisticated reporting tools. Gain the advantage of a unified interface to streamline client management and reporting.
A world of community
We understand the need to support not only our customers but also our community, environment and the world around us.
Support
Extra value for your business
Making sure your business runs smoothly and efficiently is as important to us as it is to you. That's why Netwealth offers a four-tier support system, so whenever you need help, training or guidance someone from our dedicated team will be there to help you.
Business Development Managers
Business Development Managers
Our National BDM (or distribution) team is available to help you when needed, providing local front line support in all states. They can facilitate training, access to key Netwealth staff and help with practice development strategies.
Training & Relationship Managers
Training & Relationship Managers
Our TRMs facilitate a comprehensive training and transition service where Netwealth provides full online training, client analysis and application support. Our TRMs also provide you and your team with ongoing product training to ensure you get the most out of the platform.
Adviser support
Adviser support
Our adviser support team offer phone, email or online support and they can also help with account and client enquiries.
Technical services
Technical services
The Technical Services team provides support on a diverse range of strategy and technical areas from legislative to financial planning to taxation. Members of the team are available to present at PD days and client seminars and work closely with your leadership team to develop client strategies.
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 BDMSchedule 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
Access Netwealth's world of insights
Access guides and resources developed to help you navigate and capitalise on the changing financial advice landscape.