Netwealth launches free wealth tracking and planning service

Users of the platform can also receive a financial planning MOT

clock • 1 min read

Netwealth, the wealth manager, has launched a free service to allow savers to track the value of all their investment holdings across providers.

MyNetwealth users have access to three areas: tracking, which collates all their investments in one online dashboard; planning, which can be used for financial planning; and learning which has curated financial guidance and insights. According to the website, the platform will track and update performance and allows users to see the impact of saving more, drawing different levels of income and making one-off withdrawals. Users of the platform can also receive a financial planning MOT from one of the Netwealth advisers for a cost of £400 including VAT. Chief executive Charlotte Rans...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

AI and data integration critical to tackling adviser capacity crunch

AI and data integration critical to tackling adviser capacity crunch

Dynamic Planner’s Rowan Whittington and M&G’s Chris Hudson urge advisers to prioritise integration

Sahar Nazir
clock 11 June 2025 • 3 min read
Advice firms predict surge in client numbers as AI promises to reshape service delivery

Advice firms predict surge in client numbers as AI promises to reshape service delivery

Dynamic Planner's Advice 2025 report reveals rising demand for financial advice

Sahar Nazir
clock 09 June 2025 • 2 min read
FCA partners with Nvidia to allow firms to experiment with AI

FCA partners with Nvidia to allow firms to experiment with AI

Part of a 'supercharged sandbox'

Linus Uhlig
clock 09 June 2025 • 2 min read