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

Platform innovation: Terry Huddart on Quilter's CashHub

Platform innovation: Terry Huddart on Quilter's CashHub

CashHub has a broad range of cash savings products

Terry Huddart
clock 10 December 2024 • 5 min read
Mindset, talent, and culture: How to leverage disruptive technology for growth

Mindset, talent, and culture: How to leverage disruptive technology for growth

'As important as diverse talent, a collaborative culture is critical'

Sneha Shah
clock 29 November 2024 • 5 min read
AdvisoryAI unveils adviser app to support in-person meeting note taking

AdvisoryAI unveils adviser app to support in-person meeting note taking

Advisory AI’s app aims to eliminate manual note taking and transcribe

Isabel Baxter
clock 28 November 2024 • 1 min read