Netwealth launches free wealth tracking and planning service

Users of the platform can also receive a financial planning MOT

clock • 1 min read

Netwealth, the wealth manager, has launched a free service to allow savers to track the value of all their investment holdings across providers.

MyNetwealth users have access to three areas: tracking, which collates all their investments in one online dashboard; planning, which can be used for financial planning; and learning which has curated financial guidance and insights. According to the website, the platform will track and update performance and allows users to see the impact of saving more, drawing different levels of income and making one-off withdrawals. Users of the platform can also receive a financial planning MOT from one of the Netwealth advisers for a cost of £400 including VAT. Chief executive Charlotte Rans...

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