Netwealth forms wealth data partnership

In announcing the partnership with Adviser Ratings, Netwealth joint managing director Matt Heine said the insights will help them understand customer needs and continue to improve and add services tailored to those requirements.

“This has become even more critical as advisers are rapidly moving to new licensees and demanding more from their service providers, and we must be responsive to that,” Mr Heine said.

Adviser Ratings chief executive of wealth Mark Hoven said the aim is to increase overall system transparency while lowering transaction costs through smart data and analytics for a range of activities that occur between participants in the channel.

“It is particularly pleasing then to be working with Netwealth as an organisation that exemplifies the curiosity and leverage of market intelligence necessary to get ahead of evolving customer requirements,” Mr Hoven said.

Adrian Flores

Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.

You can contact him on [email protected].

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