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

"With WealthO2 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.”

"WealthO2 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.”

"WealthO2 is the 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.”

Wealtho2’s managed account and SMSF solutions have helped us deliver the right outcomes for our low and high balanced clients.