Netwealth Messenger Streamlines Financial Adviser Client Communication in Microsoft Teams

Netwealth launched Netwealth Messenger, delivering an integrated client collaboration solution built specifically for financial advisers operating within Microsoft Teams.

Traditional client communication relies heavily on fragmented email threads, manual document exchanges, and disconnected systems. Netwealth Messenger brings conversations, documents, and client interactions together in one place, according to Microsoft Marketplace. The integration aims to streamline communication, reduce manual document exchanges, and enhance the overall client experience.

Advisers manage their workflow directly within Microsoft Teams, while clients engage through the Netwealth mobile app. This architecture creates a secure, connected experience across the advice relationship.

Organize Client Interactions Within Microsoft 365 Environments

The platform organizes client interactions by giving every client a dedicated collaboration channel in Teams. This setup creates a single source of truth for conversations, documents, and activity history.

Users can securely share and access documents within channels, reducing reliance on email attachments and manual follow-up. The Netwealth mobile app allows clients to communicate, receive updates, and complete actions.

Client conversations and documents are managed entirely within the organization’s Microsoft 365 environment. This approach helps firms maintain control, governance, and ownership over sensitive financial data.

Enable Netwealth Messenger Through Microsoft 365 and Wealth Exchange

Netwealth Messenger must first be enabled for an organization’s Microsoft 365 environment before it can be used in Microsoft Teams. Advisers can then complete setup through Netwealth’s Wealth Exchange to connect the service to Teams.

Clients require the Netwealth mobile app on iOS or Android to securely exchange messages and documents. Features and functionality may vary depending on the specific Microsoft 365 configuration and enabled services within each organization.

Organizations should refer to the Onboarding Guide or contact the Netwealth Contact Centre to get started. Users must also review the Netwealth terms and conditions and privacy policy for further compliance details.