A broad and flexible range of products
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Wealthtrac offers you access to a carefully selected range of investment, superannuation and retirement solutions including:
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Streamlined administration
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Greater business efficiency allowing you more time for new business.
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Extensive investment menu
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Wealthtrac works with some of Australia’s leading fund managers to provide you access to more than 300 managed funds within investment options that span a diverse range of asset classes, including Australian and international shares, fixed interest, term deposits, listed property and other listed securities.
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Competitive pricing
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Competitive pricing when compared to other wraps in the market, which makes it easier for you to implement fee structures in line with Wealthtrac’s best practice model.
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Greater fee transparency
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Greater transparency on fees payable.
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Automatic rebalancing
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You can choose to have your investments rebalanced automatically on a quarterly, half-yearly or on an annual basis. This allows you to maintain control over your investments to ensure they are aligned with your financial goals.
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Dollar cost averaging
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Wealthtrac allows investors to ‘dollar cost average’ - an investment method that takes advantage of changes in market price over long periods of time. You can invest a set amount of money on a regular basis, taking the guess work out of when to invest.
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No switching fee
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You can switch your investments at any time and at no cost.
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Regular communication and consolidated reporting
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Wealthtrac ensures that you and your clients will be kept up-to-date on the progress of their account with communication provided at regular intervals throughout the year.
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Free access to MoneyOne
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Adviser software, MoneyOne, is the front-end interface to the Wealthtrac platform, enabling advisers to build a more efficient practice.
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Our Client Services team
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Any enquiries you may have regarding your Wealthtrac account can be directed to our Client Services team, a team of individuals who are dedicated to consistently delivering high service standards. Call Client Services on 1300 552 477.
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