About

WealthPortal is a one-stop, wealth management platform that delivers online reporting, transacting, investment alerts, administration, tax and reporting services for both personal and superannuation investments.

Super and SMSF capabilities

With WealthPortal advisers also have access to retail superannuation and specialist SMSF services that include investment administration and detailed tax reporting.

Term deposit hub accrues interest daily

Access the term deposit hub, where it’s easy to compare rates and providers available – and manage term deposit rollovers and maturities.

Committed to continuous improvement

WealthPortal is built to save advisers time and money, improve compliance and reduce time spent on follow-ups and queries.

 

We understand that long-term success is dependent upon ongoing improvement in service delivery.

 

Our most recent improvements include:

A single order pad for multiple asset typesand faster transaction times

FREE research – live market depth for ASX listed shares, consensus estimates, company research and a sophisticated managed fund analysis tool

An online alert and actions centre – for managing corporate actions, term deposit maturities and other items requiring adviser action

An improved user interface

New reporting – enhanced super contribution reporting, new tax reports and aggregated family reporting and much, much more – all from one location

Privately owned

WealthPortal is firmly committed to a private ownership structure free of any institutional bias, influences or bureaucratic procrastination.

 

WealthPortal Pty Ltd ABN 61 131 002 036 is a corporate authorised representative of AdviceNet Pty Ltd ABN 35 122 720 512 AFSL No. 308200. AdviceNet is wholly owned by PHAROS Financial Group Pty Limited ACN 115 869 228.

 

PHAROS Financial Group Pty Limited ACN 115 869 228 and OneVue Services Pty Limited ABN 71 104 037 256 collectively control the majority interest in WealthPortal Pty Ltd ABN 61 131 002 036.

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