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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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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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.
