The breath of fresh air
for wealth management

Next generation technology putting advisers and their clients at the heart of the platform experience.

Get powered by Wealth O2 for:

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

Next generation technology putting advisers and their clients at the heart of the platform experience.

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

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Prosper

Increase the profitability of my practice

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Solve

One solution for my low balance and high-net worth clients

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Evolve

Move from stock picking to wealth management

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What our clients say...

August 4, 2021

"WealthO2's managed account and SMSF solutions have helped us deliver best outcomes for our low and high balance clients."

Ready to demand more
from your platform provider?

Learn how we deliver efficiencies
for financial advisers and their clients

News and Insights

Stay up to date on the latest industry insights and education

WealthO2 expands team and demand increases for their advice tech solutions

WealthO2 expands team as demand increases for their advice tech solutions. WealthO2 has appointed five new key hires

WealthO2 merges with Roar and Neo

WealthO2 merges with Roar and Neo to become the first advice technology solutions company to focus the on end-to-end adviser experience.

Webinar I Opportunities in Sustainable Investing and Technology

Join us as we talk with Cordis Asset Management about the exponential growth of sustainable investing in healthcare and specifically of the exciting developments and opportunities taking place across medical device technology, that has seen Cordis be named one of the most sustainable fund globally.