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.
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.
Now in its second consecutive year, the Fintech Business Awards recognises the individual and company excellence of Australia’s top financial technology players as well as the industry’s most promising, up-and-coming talent. Winners in the individual [...]
Wealth professionals risk losing the next generation of clients if they don’t adapt to change, including in the managed accounts market. The fear of disruption has become well entrenched in financial services and there are [...]
Shannon Bernasconi, MD of fintech WealthO2 is launching a new fund aimed at budget-conscious investors who want more control over their money. Peter Braig by Alice Uribe Superannuation savers who want more control than that what [...]
“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.