The oxygen of wealth management.
WealthO2 is a breath of fresh air for advice firms. Efficient, faster, lower cost and more flexible MAs, MDAs, managed funds and superannuation.
Efficient, low cost adviser software solution.
Automated, flexible, more efficient Managed Discretionary Accounts.
Easy, low-cost, high-efficiency managed fund trading.
SMSF-like super with the transparency, without the cost.
Wealth Management Software Solutions for Advisers
WealthO2 is the oxygen of wealth management, breathing new efficiencies and savings into wealth management practices through its clever, intuitive technology.
WealthO2 MDA Operator
Automated, flexible, more efficient Managed Discretionary Accounts.
WealthO2 Super Simplifier
SMSF-like super with the transparency, without the cost.
Our team has deep experience in the technical, practical and people needs of wealth businesses in Australia, but most of all we listen. The WealthO2 suite of technology solutions has been developed to address the most pressing needs of Australian financial planning and advice practices, from front office all the way through to back office administration.
“Using MDA Operator 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.”
“MA Operator 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.”
“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.”
The oxygen of wealth management
Breathing new efficiencies and savings into wealth management practices.