WealthPortal makes it easy to see and manage all of your clients’ assets and liabilities – investment and superannuation accounts – simple and complex portfolios – all in one place.
Consolidated reporting shows you the big picture
View and manage investments across multiple asset types and tax entities.
Consolidated portfolio administration and reporting makes it easy.
No need for multiple accounts
WealthPortal handles client investment and superannuation accounts across ASX-listed securities, managed funds, Separately Managed Accounts, property, term deposits, cash and more.
Listed Securities
Managed Funds
SMA Managed Portfolios
Term Deposits
Property
Cash
Simple or Complex
Choose between two distinct investment service packages, both of which give you the ability to transact, administer and report across a range of investment types.
WRAP+ is for those with more straightforward portfolios while still offering term deposits, Separately Managed Accounts and consolidated reporting.
WealthPortal UMA Vantage is for those with complex portfolios, property investments and direct shares. Compare the investment products
Streamline SMSF administration and compliance
Do the SMSF tax planning any time of year
The 3-year view makes tax planning and decision making easier – anytime, anywhere. Learn more
Transact faster and more efficiently
Use one order pad for multiple asset types. Buy and sell shares, managed funds, SMAs, term deposits – by account or by investment – all in one place. Learn more
Save your team time
Tools and services are designed to streamline administration and simplify tax time for you and your team. Learn more
Online Corporate Actions
TD Maturity Alerts
Outsourced Mail Services
Report Library
Free up time to focus on what matters
Remove the burden of paper work and passwords associated with administering portfolios across multiple platforms, accounting packages or excel worksheets.
Don’t take our word for it
“WealthPortal allows us to focus on providing value to our clients through strategic advice, rather than worrying about administration. Our clients engagement with their money has also increased, leading to more valuable conversations and more business.”
“WealthPortal is our preferred platform for SMSFs because of the vast variety of investment options and ability to see interim balances throughout the year.”