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
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Start using managed accounts
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Increase the profitability of my practice
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One solution for my low balance and high-net worth clients
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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."
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New structured pilot program with Ord Minnett announced
We are excited to announce a new structured pilot program with Ord Minnett’s most senior advisers who use an MDA offering for their UHNW clients.
Andrew Whelan, Acting Chief Executive Officer of WealthO2 said: “This exciting pilot with Ord Minnett demonstrates our commitment to delivering meaningful efficiencies through customer-led technology innovation that puts advisers and their clients first.”
WealthO2 announces leadership changes as it focuses on next phase of growth
Wealth has welcomed two new board members from the existing shareholder base: Class Super founder and founding WealthO2 shareholder, Richard Barber and John Griffiths from Nimit Capital Partners. Richard and John bring over 50 years’ combined experience and a deep understanding of the financial planning technology, platform and investment banking areas.
