The
breath of fresh air
for wealth management
Next generation technology putting advisers and their clients at the heart of the platform experience.
Increased profitability Lowering the cost of advice Increased efficiency and flexibility Control client contact & narrative Partner with the #1 rated adviser support
The
breath of fresh air
for wealth management
The
breath of fresh air
for wealth management
Next generation platform technology:
Rated #1 for adviser support Rated #1 for investment options Increased profitability Lowering the cost of advice Efficiency and flexibility Better client outcomes
Delivering through partnership
I want to...
Start
Start using managed accounts
Learn MoreProsper
Increase the profitability of my practice
Learn MoreSolve
One solution for my low balance and high-net worth clients
Learn MoreEvolve
Move from stock picking to wealth management
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What our clients say...
"WealthO2's managed account and SMSF solutions have helped us deliver best outcomes for our low and high balance clients."

"With WealthO2 we’re able to move very quickly and ensure every portfolio is optimised across a large client base. It’s orderly, process-driven and was made easy to implement through professional support.”

"WealthO2 enables us to manage our clients’ portfolios in a systemised way. It reduces implementation time because we don’t have to trade manually any more, it’s all automatic. Nothing is ad hoc, and everything is on one system.”

"WealthO2 is the the nirvana for independent financial planners… The reduction in administration costs along with the flexibility of portfolio construction and market connectivity is a powerful proposition to the IFA market.”

Wealtho2’s managed account and SMSF solutions have helped us deliver the right outcomes for our low and high balanced clients.


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WealthO2 merges with Roar and Neo
