Sign up to receive our regular news and insights.

Want to make a quantum shift in your practice profitability?

With the shift happening across the wealth and financial planning industry there is a new world of choice and innovation from a technology perspective. For advisers stuck with legacy platform technology, the good news is that staggering improvements in adviser tech software and platform solutions are enabling advisers to increase their profitability and efficiency.

 

At WealthO2, we are changing the game in the financial planning and software space and a key component of this is in partnership with Roar Software. The partnership offers the first end to end solution from fact find, through advice, SOA and to execution in an uninterrupted workflow.

 

Watch our 6-minute pitch video with our CEO Andrew Whelan to be one of the first to learn about how this combined solution is ambitiously focused on delivering for advisers.

 

WATCH OUR 6 MINUTE PITCH 

Other News

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.

WATCH THE WEBINAR: Are platforms ambitious enough in solving adviser problems?

Watch this webinar to gain new insights around the shift happening across the wealth and financial planning industry and the new world of choice and innovation from a technology perspective. 

Stay up to date with our latest news
and adviser education.