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Netwealth Investments Launches 'Smart' - A New Modelling and Rebalancing Tool - Sophisticated Modelling and Rebalancing Technology gives financial planners the ability to automatically balance client accounts (individually or in bulk) allowing for investor-specific tax and investment rules, constraints and asset exclusions
Netwealth Investments Launches 'Smart' - A New Modelling and Rebalancing Tool

 

NewswireToday - /newswire/ - Melbourne, Victoria, Australia, 2010/03/11 - Sophisticated Modelling and Rebalancing Technology gives financial planners the ability to automatically balance client accounts (individually or in bulk) allowing for investor-specific tax and investment rules, constraints and asset exclusions.

   
 
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Platform and financial services provider, netwealth (netwealth.com.au), has announced the launch of smart –“Sophisticated Modelling And Rebalancing Technology” in conjunction with its award winning product range.

smart is a significant and powerful development in the Australian wealth management industry and a major enhancement to the netwealth platforms.

smart provides entities licensed to provide financial advice, such as wealth managers, private banks, stock broking firms and financial planners with the ability to be more efficient, accurate and cost effective when implementing and managing a variety of assets and portfolios across large and varied client bases.

Model portfolios and the technology that drives their integration into comprehensive platform offerings are vital where you are providing tailored portfolio advice to clients based on their individual needs.

“netwealth’s decision to integrate model portfolios and managed accounts into its platform represents the best of new thinking in delivering high quality wealth management services in Australia”, states Stuart Holdsworth – Managing Director of Financial Simplicity.

Commenting on the new technology, Michael Heine, Managing Director of netwealth said “smart enabled™ users can automatically re-balance client accounts, either individually or on a bulk basis, taking into account investorspecific tax and investment rules, constraints and asset exclusions.”

He continued “Unlike other services available on platforms, smart works across all asset classes so you can execute shares and managed fund transactions at the same time.”

Following a soft launch of smart in late December, more than 10 groups have been accredited to use the service with manymore scheduled for February and March.

 
 
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Written by / Agency / Source: netwealth Investments

 
 

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Netwealth Investments Launches 'Smart' - A New Modelling and Rebalancing Tool

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netwealth |
Publisher Contact: Matt Heine - netwealth.com.au 
+61(3) 9655 1390 matt[.]netwealth.com.au
 
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IMPORTANT INFORMATION: Issuance, publication or distribution of this press release in certain jurisdictions could be subject to restrictions. The recipient of this press release is responsible for using this press release and the information herein in accordance with the applicable rules and regulations in the particular jurisdiction. This press release does not constitute an offer or an offering to acquire or subscribe for any netwealth Investments securities in any jurisdiction including any other companies listed or named in this release.

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