Sign up to receive our regular news and insights.

New structured pilot program with Ord Minnett announced

WealthO2 focuses on further expansion with Ord Minnett pilot program

WealthO2 has announced a structured pilot program with Ord Minnett’s most senior advisers who use an MDA offering for their UHNW clients. The program will see Ord Minnett pilot WealthO2’s portfolio rebalancing and portfolio modelling software to create significant efficiencies across their MDA wealth management channel.

WealthO2’s head of product development, Hong Nguyen said: “The program is a fantastic result which further validates our product strategy inclusive of both short- and long-term development priorities.”

Simon Stevens, head of platform and product at Ord Minnett said: “We have been impressed with WealthO2’s highly innovative and differentiated technology and flexible approach to helping us.”

This announcement follows recent changes to the WealthO2 executive team and board announced last week with the appointment of Class Super founder, Richard Barber, and John Griffiths of Nimit Capital Partners to the board.

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.”

Other News

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. 

Stay up to date with our latest news
and adviser education.