Australia-based Netwealth has developed a number of new tools for its platform to assist advisers with back-office efficiency and client engagement.
According to a statement, Netwealth has fully integrated the SMART portfolio management tool into its platform to improve user experience and client access to information.
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SMART, which was previously outsourced, is an end-to-end, real-time modelling and rebalancing system which provides advisers, wealth managers and MDA the ability to manage and implement portfolios across large client bases.
The addition of SMART to the platform means client outcomes can be "highly customised with individual portfolio filters providing automated asset rules including asset exclusions, substitutions and limits", Netwealth said.
Netwealth has also implemented a number of changes to its online portfolio tools which it said will improve client engagement.
Netwealth executive director Matt Heine said: "As a platform we need to focus on ensuring advisers continue to increase their efficiency as well as helping them to navigate the new digital environment where clients are demanding greater access to information in more engaging ways."
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By GlobalDataThe online portfolio tools are adapted to mobile and tablet platforms.
