iPhone Screenshots

Description

With Netwealth's mobile app investors and advisers can access Netwealth's super and investment accounts on the go and in one place.


FOR INVESTORS

Keep track of your super and investments from anywhere. You can view your portfolio, its performance, and more from the app:
- Access all your Netwealth Wealth Accelerator and Super Accelerator accounts, portfolio changes and individual assets on the go
- Analyse your wealth through consolidated views and advanced sort and filter functionality
- Track overall performance and get portfolio insights, such as portfolio movement and top holdings with stunning charts
- Monitor individual asset performance, including daily price information and historical unit prices
- Check your available cash balance
- View pending and historical account transactions in detail
- Personalise your experience with colour themes
- Secure and easy access with PIN, Face ID and/or Touch ID

Note: To use the Netwealth app, you must have a Netwealth Super Accelerator or Wealth Accelerator account. THIS APP IS NOT DESIGNED FOR NETWEALTH'S SHARETRADING ACCOUNT HOLDERS.

Not an account holder? Find out more at www.netwealth.com.au.


FOR ADVISERS

Upgrade your customer service with access to all your Netwealth client accounts from anywhere:
- Easily search and find client accounts on the go
- Get a visual overview of all your client's Netwealth accounts and portfolio performance with a suite of stunning charts
- Review client account balances, recent transactions and asset allocation across all their Netwealth accounts
- View pending and historical account transactions in detail
- Personalise your experience with colour themes
- Secure and easy access with 4-digit PIN, Face ID and/or Touch ID

Note: To use the Netwealth app, you must be a registered adviser of Netwealth.

Not a registered adviser? Find out more at www.netwealth.com.au.


Important:
1. Internet connection is required to use Netwealth app. Normal data charges apply.
2. iPhone is a registered trademark of Apple Inc. Apple and the Apple logo are trademarks of Apple Inc.
3. By downloading and using Netwealth app, you agree to the Terms and Conditions outlined at https://www.netwealth.com.au/web/terms-and-conditions/.
4. For more information on mobile security, visit https://www.netwealth.com.au/web/security-statement/.
5. Netwealth app is maintained by Netwealth Investments Limited (ABN 85 090 569 109, AFS Licence No. 230975).

What’s New

Version 2.0.4

New:
- Filter consolidated holdings for cash held in multiple accounts
- View Portfolio Balance, Portfolio Balance History and Asset Price History chart data for up to the last 5 years
- Connect with Netwealth on Facebook, LinkedIn, YouTube and Twitter
- Enable bespoke user experience via custom app branding for dealers


Fixes:
- Resolved login issue with biometric and PIN
- Resolved display issue with Asset Price chart
- Resolved display issue with account balance for accounts that no longer hold external assets

Ratings and Reviews

3.2 out of 5
29 Ratings

29 Ratings

Cust no 1 ,

Needs more work

Firstly as a new app (ver2), it’s not a bad start.
I agree with some of the others that having this app on iPad would be great.

I think that an important feature to be added soon should be to log into multiple accounts. Currently the only way I’ve found is to cancel Touch ID and logging into another account but this goes through the feature of setting up an account. Need feature to logout then login to another account.
Keep up the good work.

Let me help you. ,

iPad v iPhone

I have come across from the BT platform and to the net wealth developer all I can say that their online but in particular their phone app is without a lie fantastic.(a shame I cant say the same about the product) To have the ability on the app to buy and sell ,see transactions, having a document library etc is sensational at your fingertips and on the go. This is the gold standard aim because this app leaves me just saying “its just ok”.

Developer Response ,

Hello, we’re sorry that we have not yet met your expectations and thank you for your feedback.

thesaneone ,

Version 2 a lipstick job

Looks better than the first version but that’s it. Please provide additional functionalities other than viewing one’s portfolio. App Performance seems to be more sluggish than version 1. If not possible then you probably should just concentrate on improving the mobile site and ditch this app altogether. This is just an interactive version of one’s super’s annual statement.

Developer Response ,

Hello,

Thank you for the feedback and we apologise that the update to our mobile app has not met your expectations. It would be great to get an idea of how we can improve the experience for you and the rest of our clients. Please contact us at contact@netwealth.com.au and we can arrange a time for you to speak to one of our team.

App Privacy

The developer, Netwealth Investments Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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