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
High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head of private wealth.
The financial advice profession has lifted back above the 15,500 mark this week thanks to a double-digit net rise in adviser numbers, according to Wealth Data.
A closer watch on licensees that fall short on cyber security protections is among a dozen new enforcement priorities announced by the corporate regulator for 2025.
Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers.
