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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Open arms or cautious welcome? Why AI in advice cannot be ignored

Open arms or cautious welcome? Why AI in advice cannot be ignored

'Putting aside the hype, AI is here to stay'

Jenny Thorpe
clock 25 March 2025 • 3 min read
'What about Maud?': When it comes to tech, don't underestimate older clients

'What about Maud?': When it comes to tech, don't underestimate older clients

Tech adoption among older people was accelerated by the pandemic

Rowan Whittington
clock 19 March 2025 • 4 min read
Better access to advice in a rapidly digitalising world

Better access to advice in a rapidly digitalising world

'Adviser tech has moved on in leaps and bounds this decade'

Chet Velani
clock 19 March 2025 • 4 min read