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 a vibrant growth and culture story at this thriving advice business. TWD has five distinct service offerings, from their Private [...]

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 look for the best solutions for our clients, and because we’re privately owned and don’t take commissions, we are really [...]

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 Managed Accounts (MAs). Frontier had constructed an in-house technology system to administer MAs on behalf of its clients, but was [...]