netwealth launches major updates
Platform provider netwealth has launched a mobile web app for advisers and announced a number of other upgrades for the year ahead.
Matt Heine, executive director of netwealth — a financial services group which also owns a financial planning business and provides licencee services — said the mobile web application provided both advisers and clients access to a range of features including individual or aggregated reporting on portfolio holdings and asset allocation and news.
The app, which is device agnostic, will allow advisers to obtain client details, Heine said.
"Advisers and consumers are increasingly using their phones or tablets to access important information and manage their wealth — we have worked hard to ensure that we delivered a great mobile experience and robust framework for future mobile developments," Heine added.
netwealth has also announced a number of other initiatives for 2014, such as a range of enhanced transactions including bulk trading, and new model portfolio functionality.
Recommended for you
Money Management examines the share price of financial advice licensees over one year to 31 March, with M&A actions in the final quarter having a positive effect for two licensees.
A $3.5 million settlement for victims of Melissa Caddick has been approved by the Federal Court following an initial agreement last December.
The Reserve Bank of Australia has delivered its first rate decision since the introduction of a new board structure last month.
Digital advice provider Otivo has launched an interactive tool, powered by artificial intelligence and Otivo’s own advice engine, to help answer client questions.
