using managed accounts
"We now have greater access and flexibility to choose the managed funds we want to use."
We came across WealthO2 in 2017 when we were looking for a new and dynamic wealth management platform/service for our clients. The other providers were beginning to show their age and weren’t providing product updates as we would have hoped.
We were using older institutional systems to run investment portfolios which increased our admin burden and changes. They were time consuming and managed at an individual client level.
After some frustration with an alternative provider, we investigated WealthO2 and found a much more welcoming and user-friendly experience.
We were open minded and had no set ideas other than we needed a platform solution that could help us reduce admin, increase efficiencies and offer access to the managed account we wanted to use.
We liked WealthO’s competitive advantage, they offered us the outcome we were looking for with efficiency, pricing, timely changes and updates, plus they had the tech to allow broad access to the marketplace.
They offered everything that the other larger competitors did but they were also agnostic and institutionally nonaligned. They were very flexible and open to supporting us by putting what funds wanted to put on the platform.
The transparency of the platform and speed that new and transformative updates occur really makes this a market leading solution.
Since then we have been early adopters in Western Australia and have had great feedback from our clients. We’ve found this to be a useful solution for all of our Financial Advisers when it comes to providing outstanding client outcomes.
Director I Financial Adviser, Financial Framework
What our clients say...
The transparency of the platform and speed that new and transformative updates occur really makes the package world class.