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.
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
WealthPortal Pty Ltd ABN 61 131 002 036 is a Corporate Authorised Representative of AdviceNet Pty Ltd ABN 35 122 720 512 AFSL 308200. AdviceNet Pty Ltd is a wholly owned subsidiary of Clime Investment Management Limited.