Netwealth

Netwealth

Modern wealth management

1 ratings

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
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Details

  • Released
  • Updated
  • February 4, 2020
  • June 5, 2023

Features

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About

Manage your investment accounts and communicate securely with your wealth management team. View account balances, track portfolio performance, and securely send documents.

View all investment accounts in one place
Detailed portfolio performance tracking
Secure messaging with Client Service Team
Attach photos and documents to messages
Interactive charts for returns and contributions
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What's New in Netwealth

2.3.20

June 5, 2023

Bug fix on messages formatting too much spacing

FAQ

Is Netwealth free to use?

Yes, the Netwealth app is available for free download. It is designed exclusively for existing Netwealth clients to manage their accounts and communicate with their service team.

What security features does Netwealth offer?

Netwealth provides secure access using PIN, Touch ID, or Face ID. It also allows for secure sending and receiving of messages and documents with the Client Service Team.

Can I view my investment performance on Netwealth?

Yes, the app offers an interactive view of portfolio value and contributions with customizable timeframes. You can also review asset allocation and investment returns through interactive charts.

How can I contact my Netwealth Client Service Team through the app?

You can send and receive secure messages directly to the Client Service Team within the Netwealth app. You can also attach photos of documents or upload existing files.

What devices is Netwealth compatible with?

The Netwealth app is available for iPhone, iPad, and iPod. It requires iOS 11.0 or later.

How often is Netwealth updated?

The latest version of Netwealth is 2.3.20, released on June 5, 2023. Updates typically include performance improvements and new features.

What is the age rating for Netwealth?

Netwealth has an age rating of 4+, making it suitable for users of all ages. This rating is based on its content and functionality.

Does Netwealth have ads?

No, the Netwealth app does not contain any advertisements. It is designed to provide a focused and uninterrupted experience for its clients.