Case Studies
MA Operator TWD Australia
“Nothing But Opportunity” for The Wealth Designers TWD stands out among its peers as one of the only truly ‘future-read’ practices in the country. Here Graeme Hyland talks about how technology and WealthO2 underpin [...]
MDA Operator Financial Framework
“Financial Framework came across the WealthO2 platform in 2017 when we were looking for a new and dynamic wealth management platform for our clients. The older legacy systems were beginning to show their age [...]
MA Operator uXchange Arch Capital
Arch Capital is an privately-owned wealth management firm, supporting clients to achieve their financial goals through financial planning, self-managed superannuation and tax management. Director Nigel Baker describes the firm as the ‘gatekeeper’ for clients. “We [...]
Super Simplifier FinancialAdvisor.com.au
James Gerrard, director at privately owned financial planning firm financialadvisor.com.au says “WealthO2 has come to market with a product that solved a significant problem for our financial planning clients. It has allowed our practice to offer a [...]
MA Operator, Frontier
MA Operator, Frontier Frontier is a specialist financial advice firm, providing financial security and peace of mind for the education community and their families for over 20 years. An important offering for Frontier clients is [...]
MDA Operator, Future Assist Financial Services Group
MDA Operator, Future Assist Financial Services Group Future Assist www.futureassist.com.au is a privately owned financial planning firm with offices located in Sydney, Melbourne, Brisbane and Southport. The company helps everyday Australians to achieve financial security [...]