WealthO2 Solution Suite
Our suite of solutions can be used standalone, in combination or all together to provide efficiencies in managing Managed Accounts and Managed Discretionary Accounts; Trading managed funds; and providing clients with a fresh new alternative for their super and pension. Solution overview
WealthO2 empowers people, the advisers and the clients, both technologically through innovative efficient solutions as well as commercially, enabling reduction in administration burden and costs, and recovery of margin and control.
WealthO2 MDA Operator
Automated, flexible, more efficient Managed Discretionary Accounts.
WealthO2 Super Simplifier
SMSF-like super with the transparency, without the cost.