Netwealth Unify
by Netwealth · Data and analytics · Melbourne, VIC, Australia
Data management platform for advice businesses, formerly Xeppo
What Netwealth Unify is used for
- Aggregate and clean client data
- Match duplicate client records
- Build practice and group dashboards
- Monitor compliance risk indicators
About Netwealth
Investment wrap, superannuation and managed account administration platform for financial advisers and investors.
Netwealth in the vendor registry: its products, features and similar vendors.
Also by Netwealth
- Wealth Accelerator: Investor directed portfolio service for advised and self-directed investors
- Super Accelerator: Superannuation and pension product on the Netwealth platform
- Netwealth Managed Account: Managed account service for advice practices and their clients
- Netwealth Private: Platform offering for high net worth and private wealth clients
More in this category: Data and analytics platforms for financial services.
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