Trellia Wealth PartnersAdviser Portal

Dynamic, real-time access to:

Everything you need, one convenient portal

Exclusive to Trellia Wealth Partners clients, the Trellia Adviser Portal brings together portfolio analytics, investment insights, and business-building resources, for the InvestSense and Betashares Managed Account portfolios. Our portal unites Trellia Wealth Partners' investment thinking, portfolio tools, and growth resources so you can stay informed, operate efficiently, and communicate with confidence.

Tools that back you in every client interaction

Portfolio oversight

Access holdings-based data, performance metrics, and the rationale for every portfolio decision in one place.

Stay ahead of changes

Receive timely updates on portfolio adjustments and why they were made, so you can prepare for the next client conversation.

Client-ready reports

Deliver regular portfolio reports that translate complex information into narratives your clients understand.

AI-assisted summaries

Turn technical commentary into clear, client-friendly explanations in moments, tailored to your tone.

Knowledge centre

Tap into educational resources and market updates that help you grow your practice and strengthen client relationships.

Key benefits

Single point of access for portfolio insights, reporting, and adviser resources.

Streamlined reporting that reduces preparation time ahead of client meetings.

Transparent explanations for portfolio decisions, capturing both the what and the why.

Customisable collateral that can be tailored to reflect your brand and client needs.

Continuous enhancements driven by adviser feedback and evolving market demands.

Ready to sign up?

Take the stress out of client conversations with direct access to the Trellia Adviser Portal. Sign up today to unlock portfolio oversight, strategic resources, and adviser support in one place.

Complete the quick sign-up journey and our distribution team will help you activate your account and tailor access for your practice.