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 sponsors IMAP InvestTech, 6-10 December, 2021

WealthO2 is excited be to be a sponsor at the IMAP - Institute of Managed Account Professionals 2021 Virtual InvestTech Series 2021 on Monday 6th to Friday 10th December

WealthO2 is gold partner at Adviser Innovation Summit 2021

WealthO2 is excited to be a gold sponsor at the Adviser Innovation Summit which kicks off again on Tuesday 9 November, 2021. Don't miss Andrew Whelan, our Chief Executive Officer present

WealthO2 to offer complete tech solution to financial planners

Hear from Andrew Whelan, our Acting CEO as he talks to Penny Pryor from Industry Moves about Wealth02’s goal to become a complete tech solution for financial planners and rapid expansion plans for the business.