WealthO2 Managed Accounts
WealthO2 Managed Accounts 2017-07-05T09:33:41+11:00

WealthO2 Managed Accounts

WealthO2’s Managed accounts offer called “MA Operator” is a software and service for advisers to implement advice efficiently and in a compliant manner. MA adds value to advisers, and those providing managed account services complementing their current operational and system architecture and client servicing culture. Our approach is to empower people, the advisers and the clients, both technologically through innovative efficient solutions as well as commercially, enabling recovery of margin and control.

Using our proprietary software we are able to offer software and services to advisers who have their own MDA deal authority licence as well as to advisers who don’t use MDA authority.

The automation of compliance and manual effort like Record of Advice generation, document storage, ongoing maintenance and monitoring, electronic signatures, seamless model changes flow through, sophisticated rebalancing and client regulatory reporting and communication tools, relieve manual costs and effort and allow the adviser to focus on growing their business and providing client centric advice.

For more information visit MA Operator

WealthO2 MA Operator
  • Increase efficiency & reduce administration costs
  • Automated compliance
  • Intra day sophisticated rebalancing
  • ROA through to trade execution
  • Client portal, scheduled & ad hoc reporting