App, App and away as Wealthtrac launches second financial shareable App for Aussies on the go.

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Platform and wrap provider Wealthtrac yesterday launched a new shareable App for its popular wrap product that will enable Wealthtrac members to monitor their super on their phone or mobile device. The innovation follows the overwhelming success of Wealthtrac’s mobile shareable application for SMSFs that delivers news and information to anyone interested in self managed super. […]

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Wealthtrac SMSF builds pace with launch of mobile app

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Cloud-based SMSF solution now offering market leading mobile technology Independent wealth product distributor Wealthtrac, has launched a mobile application that is designed to deliver news and information to anyone interested in self managed super. Wealthtrac Managing Director and CEO, Matthew Johnson, said the development was an important step forward for the business and its adviser […]

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Wealthtrac targets SMSFs with the appointment of specialist SMSF business development manager

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Platform and wrap provider Wealthtrac today announced the appointment of SMSF sales specialist, James Macken as Business Development Manager – SMSF. Wealthtrac managing director and chief executive officer, Matthew Johnson said Mr Macken will be responsible for the growth of Wealthtrac’s online administration service for self-managed superannuation funds (SMSFs), the Wealthtrac SMSF platform. “The growth in SMSFs […]

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Wealthtrac launches outsourced back-office administration service

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Finance and investment administration provider Wealthtrac, has launched the next stage of its expanded services, which is moving the group towards becoming a full service distribution and administration service for independent advisers. The new service, developed in conjunction with Melbourne-based JC Consulting, is back-office administration outsource service, with staff in Australia and Thailand. Wealthtrac Managing Director […]

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Wealthtrac lowers fee cap and introduces more flexible structure

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Independent superannuation and investment platform provider Wealthtrac, has launched a renewed offering for advisers; lowering fees, introducing a market-first cap of $350k and allowing advisers greater control in setting their Adviser Service Fees (ASF).  Wealthtrac Managing Director and CEO, Matthew Johnson, said the new pricing model was designed to give advisers greater flexibility and was […]

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Advisers seek to preserve capital but see no magic bullets for investor returns

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Independent superannuation and investment platform provider Wealthtrac, has said that a recent survey of its member advisers found that the gross majority had changed their clients’ asset allocation in the past 12 months.  However, the advisers surveyed understand that success in current markets will be as a result of smart portfolio management, rather than reliance […]

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Wealthtrac signs SLA with OnePath

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Independent superannuation and investment platform provider, Wealthtrac today signed a six-year service level agreement with Oasis Asset Management, now part of ANZ’s OnePath.  Wealthtrac Managing Director and CEO, Matthew Johnson, said Wealthtrac had re-signed with Oasis after considerable consideration of the needs of its adviser members both now and in the future.  “The Wealthtrac model […]

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Wealthtrac continues to outperform peers in down market

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Independent superannuation and investment platform provider, Wealthtrac has said the total funds under management on the platform has reached $705m, which is just short of the record amount of $725m.  Wealthtrac Managing Director and CEO, Matthew Johnson, said Wealthtrac continues to perform very strongly against other platforms and is actively recruiting firms who wish to remain […]

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Wealthtrac sets scene for expansion in 2012

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Independent superannuation and investment platform provider, Wealthtrac today signalled plans to expand and diversify its product offering in the coming year.  Wealthtrac Managing Director and CEO, Matthew Johnson, said Wealthtrac was performing very strongly against other platforms on the Oasis network and that he is working with the advisers who use the platform to identify […]

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