netwealth, one of Australia’s largest privately owned wealth management groups, has been named as the highest rated investment platform in terms of overall functionality in Investment Trends’ 2015 Platform Report.
This comes just months after netwealth was named as the winner of overall user satisfaction award in the Investment Trends 2015 Planner Technology report for the third year in a row.
A total of 22 platforms from 12 platform owners were reviewed in this new report between August and December of 2015. Platforms were assessed through detailed face-to-face analyst audits across 506 aspects of their service offerings.
The report shows that in 2015 planner needs shifted slightly with a higher emphasis of importance being placed than in previous years on features such as managed account functionality, adviser training and support, and platform navigation and usability.
Matt Heine, Joint Managing Director of netwealth commented:
“It’s great to be acknowledged for our platform’s features and functionality in this new report, as well as being recognised for our adviser support and overall service in the overall satisfaction rating. The team and I are extremely proud of the results and to be rated number one in both categories”.
He continued, “Based on adviser feedback we have always had a clear focus on providing efficient and innovative solutions that are easy to use and help advisers better engage and service their clients.”
netwealth is a business that is committed to the IFA market, with a drive to provide independent advisers with best in class features as well as exemplary customer service.
Heine says that the features that won netwealth the number one spot in the 2015 Platform Report are developed to support real adviser needs, with the company championing product flexibility to enable them to adapt and build the features that their clients need. He adds that the company is strongly committed to new technologies and innovations that improve advisers’ core business functions.
“I believe that in addition to developing great functionality and features, our customer service standards are what set us apart from our competitors. We continue to invest heavily into our technology and our staff and we are committed to spotting industry and customer trends that matter and acting on them with skill and expertise,” says Heine.
Some of the new features that were added to netwealth’s platform in 2015 included enhanced reporting options, online international trading across 11 global exchanges and the addition of an integrated managed account service.
In addition, netwealth has made significant enhancements to their adviser dashboard with a strong focus on user experience. They also commenced piloting an exciting new service which allows advisers to establish new accounts utilising electronic signatures which can be executed in the adviser’s office or on a client’s computer, tablet or mobile phone.
