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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. 

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.

Webinar I Are platforms ambitious enough in solving adviser problems?

With adviser stress at an all time high and in light of the monumental growth of traditional platform players hear the views of our adviser and industry expert panel as they debate the question; are platforms and advice technology providers ambitious enough in solving adviser problems?

Hear how WealthO2 is changing the game for adviser tech and platforms

In this short video hear our CEO Andrew Whelan talk about WealthO2 mission to change the game for the financial planning software and planning space.

WealthO2 sponsors IMAP InvestTech, 6-10 December, 2021

WealthO2 is excited be to be a sponsor at the IMAP - Institute of Managed Account Professionals 2021 Virtual InvestTech Series 2021 on Monday 6th to Friday 10th December

WealthO2 is gold partner at Adviser Innovation Summit 2021

WealthO2 is excited to be a gold sponsor at the Adviser Innovation Summit which kicks off again on Tuesday 9 November, 2021. Don't miss Andrew Whelan, our Chief Executive Officer present

WealthO2 to offer complete tech solution to financial planners

Hear from Andrew Whelan, our Acting CEO as he talks to Penny Pryor from Industry Moves about Wealth02’s goal to become a complete tech solution for financial planners and rapid expansion plans for the business.

New structured pilot program with Ord Minnett announced

We are excited to announce a new structured pilot program with Ord Minnett’s most senior advisers who use an MDA offering for their UHNW clients. Andrew Whelan, Acting Chief Executive Officer of WealthO2 said: “This exciting pilot with Ord Minnett demonstrates our commitment to delivering meaningful efficiencies through customer-led technology innovation that puts advisers and their clients first.”

WealthO2 announces leadership changes as it focuses on next phase of growth

Wealth has welcomed two new board members from the existing shareholder base: Class Super founder and founding WealthO2 shareholder, Richard Barber and John Griffiths from Nimit Capital Partners. Richard and John bring over 50 years’ combined experience and a deep understanding of the financial planning technology, platform and investment banking areas.

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