Client Search

You are now able to search for a client by simply entering their name, client number or account number from a single search box to save time and reduce clicks.

You will also experience a significant improvement to the speed with which your search results appear.

Quick Search

Looking for clients who have low cash balances? Interested in quickly accessing the last 5 clients viewed?

With Quick Search, we have provided you a number of options to access your important clients quickly.

News and Information

You now have all the latest information at your fingertips via the three News & Information tabs. You have access to:

• Markets information: ASX 200 and All Ords live; ASX 200's biggest gainers and losers and a list of the top 5 managed funds for each asset class by inflow into netwealth over the last quarter.
• netwealth News & Updates: Latest product and administration updates plus the latest press on netwealth.
• Daily Business News: A daily digest of business, financial and economic news.

Account Applications

In one click, you can quickly initiate a client registration, Super application or Wrap application.