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Dr. Mark Sinclair
Dr. Mark Sinclair, Mentor Education

Network launches mobile app geared for advisers and clients

25 January 2014
Matt Heine

Platform provider netwealth has launched a mobile web app that will allow both advisers and clients to obtain client details from their devices.

Matt Heine, executive director of netwealth said the mobile web application provided both advisers and clients access to a range of features including individual or aggregated reporting on portfolio holdings and asset allocation and news.

The app, which is device agnostic, will allow advisers to obtain client details, and Heine added that, “advisers and consumers are increasingly using their phones or tablets to access important information and manage their wealth — we have worked hard to ensure that we delivered a great mobile experience and robust framework for future mobile developments.”

The app was developed in-house with external designers and will continue to evolve using internal resources. Heine also confirmed that netwealth had a number of other exciting initiatives planned for 2014, including a range of enhanced transactions including bulk trading, and new model portfolio functionality. Heine added that,” we are excited to start the year with so many fantastic enhancements across so many parts of our product range. The new netwealth mobile web app is a big step for the business and an important part of our future development plans.”

2 Comments

  • ross fullerton
    February 4, 2014 at 6:14 am

    Sounds interesting.

  • Mentor Education
    August 13, 2014 at 11:03 am

    Thanks Ross! We thought so.

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