Our feature rich platform enables investment advisers and financial services providers to manage, trade, administer and report on their clients’ portfolio of investment assets. Save time with this powerful admin, custodial and reporting engine behind you. Put all your efforts into what matters most – growing your business.
Why choose our platform
NZX Wealth Technologies offers a market leading, tailored custodial investment management platform. New Zealand owned and focused, delivered by an experienced team helping you to grow your business.
Benefits & features
All the custody, reporting, hosting and development services to run your business and a whole lot more, like KiwiSaver, the transfer of entire investment and tax histories.
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KiwiSaver, NZ Super & QROPS
Our platform is able to hold conventional custodial wrap portfolios alongside NZ Super schemes (including QROPS) and KiwiSaver schemes. Now you can manage and administer your clients’ entire portfolio in one place.
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Brought to you by experts
We’ve got a track record of delivering results, backed by our parent company NZX Limited, New Zealand’s exchange. That’s why we work with hundreds of advisers and wealth managers and manage investment portfolios for thousands of investors.
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Find out how we can help your business grow
What makes our platform better
We’ve got the capability, people and expertise to deliver what your business needs to grow.
Investors
Want to understand why your adviser is recommending that your investments are held through a custodial portfolio? Here’s what you need to know.
The value of custody
Holding your assets in custody gives you and your adviser many benefits, like access to wholesale investments, the ability to move quickly on investment opportunities, better reporting and many others.
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Careers
We are always on the lookout for talented individuals to be a part of a hardworking and close-knit team.
Join our team
See our current opportunities, join our database, find out what it’s like working with us and hear what our people have to say.
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