Solution introduction

A next gen investment account

Wealth Accelerator is a full-featured next-gen investment wrap platform with an extensive range of investment options

Powerful reporting and an extensive range of investments
As an investor or SMSF trustee, you have more important things to do than chase up paperwork. Wealth Accelerator is an all-in-one portfolio management and administration service that puts you in control.

Range of investment options
Build a diversified portfolio with access to ASX and international listed securities, managed funds, Managed Account models and term deposits.

All your investments in one place
Manage your entire portfolio online using feature-rich functionality. Buy and sell investments, monitor their performance, manage all relevant paperwork and more.

Enhanced tax reporting
Simplify your end of year reporting with consolidated annual tax statements that help you meet regulatory, accounting and tax obligations.

Cost-effective
Take advantage of flexible and competitive pricing, capped administration fees and an ability to fee link family accounts for further discounts.

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