Super Simplifier FinancialAdvisor.com.au
Super Simplifier FinancialAdvisor.com.au 2018-07-06T04:49:25+00:00

Project Description

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 user friendly investment administration service with comprehensive reporting, but with cost effective pricing.
WealthO2 has enhanced our value proposition to clients and our ability to manage investments effeciently via their powerful technology based solution and tools such as platform generated records of advice”.