WealthO2 is a next generation software solution which is challenging the long held norms of what a platform can be. Over the course of the conference, you'll not only hear about WealthO2's market leading technology but (more importantly) the positive impact it has had on advice practices and end clients. Rarely do you see advice practices benefit so significantly and swiftly from a new software implementation. It is well worth investigating.
In summary, 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.www.wealtho2.com.au