Tailored and ongoing client support
WealthNet provides access to:
- portfolio balances and holdings
- tax reports, custodial reports and completed reviews
- portfolio performance data
- fact sheets of underlying holdings and managers.
WealthNet
WealthNet is our online investment platform, that lets you view and monitor your portfolio in real-time.
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Cutting-edge technology
The technology that powers WealthNet is also behind other major platforms of some of New Zealand and the world’s largest asset managers. As our client, you can feel confident that you’re using a cutting-edge solution.