WealthO2 is a privately owned technology and service company. We are not affiliated with any Bank or Institution. We provide software and a service that is not conflicted, is low cost, drives efficiency and provides financial advisers the tools to implement scalable yet tailored advice and more easily demonstrate value to their clients.
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 via Super Simplifier which is “on HIN” providing greater transparency on the client’s assets.
WealthO2’s portfolio administration service is not a product, it’s a service.
WealthO2 is unconflicted as we have no investment products, and we do not
charge the advisers or investment managers for models, and we do not make money off your client’s cash. There are no hidden fees.
We want advisers to spend more time with clients and develop relationships and let the software implement the best interest advice in an unconflicted, cost effective, scalable and efficient manner.