Access the latest technology and innovations. Our focus is on ease and efficiency, which means we give you and your clients enormous capabilities without the complexity.

Portfolio management tools
Maximise client investment outcomes and lower business costs with our sophisticated transaction tools. Easily manage bulk transactions, access our Managed Account, rebalance model portfolios or efficiently manage corporate actions, dollar cost averaging and auto reinvestment for your clients.

Client and business reports
Show clients portfolio performance, asset allocation, CGT or an account snapshot using our comprehensive suite of client reports. You can also access a wide range of customisable business reports to improve client management and business effectiveness.

Client management tools
Receive alerts, tasks and actionable insights for time-critical events so you can keep on top of the most important client activities. Some of the key alerts include: minimum cash notifications, pending rollovers, corporate actions and maturing term deposits.

Online access for your clients
Give your clients the real-time access they expect with Netwealth’s online client portal. Here they can view holdings, performance charts and reports, tax statements and more. Clients can have read only access or the ability to transact and manage their cash.