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Netwealth Personal

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Website Address

www.netwealth.com.au

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Solution introduction

See wealth differently and discover a brighter future

You can now take control of your own financial future with Netwealth’s wide range of account options and sophisticated online tools

Manage your super and investments your way.
Revolutionise the way you look at your wealth with Netwealth’s award-winning* online platform. Having access to your financial portfolio anywhere means you can control your wealth your way.

Interact with your super and investments anywhere. Transact and view your performance, reports, tax statements and more online.

Portfolio management tools
Buy, sell and track your super and non-super investments in one central, online place. Manage your savings, deposits and/or super contributions, set up an income and/or pension plan, get notified of important account activities and use more sophisticated features like dollar cost averaging and reinvestment plans.

Performance reports
Monitor the performance of your portfolio online, look at your portfolio asset allocation, find out what is causing your account balance to change over time and set investment goals via our comprehensive suite of reports.

Investment research tools
Access a library of resources from our research partners to help you better research, manage and understand your investments. These resources include a daily finance and economic newsletter, access to ASX data, charting and watchlists, the latest analysis of selected US securities and research from over 300 managed funds.

Mobile access
Interact with your super and investments anywhere. You can even view your portfolio, performance reports, daily economic and business news, access your annual statements and more on your mobile.

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