WealthO2 is an innovative wealth management solution for advisers seeking a non-custodial alternative to the wrap platform. It provides the scalability and efficiencies of a wrap platform but at much lower costs, allowing you to maintain clients' Australian equity portfolios on HIN and buy/sell Managed Funds - as well as have access to their popular Super product and MDA operator service.
At its core is a portfolio management tool, for advisers to build and rebalance portfolios en masse, with automated ROAs. OpenMarkets is a proud partner and integrated broker of Wealth02.
- Automated Record of Adviser and other compliance tools
- Automated bulk/trade execution with OpenMarkets (and 2 other brokers) and allocations
- Buy/sell Managed Funds via Wealth02's uXchange
- Super solution with Super Simplifier
- MDA Operator services
For more information about Wealth02 visit https://wealtho2.com.au/