Netable Competitors

HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet. At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice, and empower better financial futures for more Australians. Our solutions include Australia’s best platform HUB24, leading SMSF software Class, and myprosperity’s innovative client portal technology. Recognised by advisers and the industry as Australia’s best platform, HUB24 leverages data and technology to deliver choice, flexibility, efficiencies and value for advisers and their clients. We’re committed to continued investment in innovation that delivers, making the complex simple and enabling advisers to empower better financial futures for more Australians. As a leading provider of SMSF software, Class, together with NowInfinity, delivers trust accounting, portfolio management, legal documentation and corporate compliance solutions that transform the way finance professionals do business. We champion automation, simplicity and connectively to drive business profitability and enhanced client experience. myprosperity is a leading provider of client portals for accountants and financial advisers, enabling streamlined service delivery and increased productivity for their business and enhanced customer experience for their clients.We make it easier for Australians to share, communicate and collaborate with their financial professional across all aspects of their financial lives.

Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future. Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms. Netwealth's award-winning platform is currently rated Australia’s Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients. Netwealth Superannuation Services Pty Ltd (ABN 80 636 951 310), AFS Licence No. 528032, RSE Licence No. L0003483 is the trustee of the Netwealth Superannuation Master Fund. Netwealth Investments Limited is the operator and custodian of the Netwealth Wrap Service and the Russell Investments Portfolio Service, responsible entity and custodian of the Netwealth Managed Account and the Global Specialist Series managed funds, platform provider and administrator of the Netwealth Superannuation Master Fund and provides administration services to Challenger Annuities and XWrap (Netwealth’s non-custodial asset service). **Our awards include: Rated by Investment Trends as number 1 in Overall Satisfaction by users for the ninth consecutive year (2014-2021) and rated number 1 by Investment Trends for Best Platform Overall in 2017-2019. Rated by ChantWest as best Advised Product of the Year for four consecutive years (2018-2021).

Who we are? • We are the only “enterprise” SMSF administration platform business in Australia. • As an enterprise solution, with end-to-end technology and administration capability, we can integrate with client and supplier applications. • We own our general ledger software, our workflow solution and processes, Data Hero® document automation, we have our own client portal, and all linking end-to-end to the technology platform that we own, control, and can scale. • We are one of only three SMSF accounting software solutions in the market. • We are the only accounting software provider to small APRA funds (“SAF”) in the market. • We offer enterprise-level information security with ISO 27001 and SOC 2 accreditation. • We are an approved SuperStream and ATO Digital Service Provider participant. • We are a business with deep technical in-house expertise to support the complex needs of SMSF. Why is this so important? At a base level, enterprise means owning the technology – the source code – that can streamline and simplify complex business processes. Being an enterprise administration business means owning our own software, our own workflow solution and processes, having our own client portal, and all linking end-to-end to the technology platform that we own and control. It means having control to make changes when needed rather than the risk of being reliant on a third-party software supplier. It means our business solution can scale to handle hundreds of thousands of clients when our largest competitor can only manage a few thousand clients. It means having the capability to integrate with client and supplier applications. It means having control of our security environment and cyber posture that defends us from attack and controls our content after it leaves our firewall. It means we can build integrated technology solutions for institutional level partner businesses – something our competitors are unable to offer.