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 – and 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.
Wealth02 includes: – 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 please click here and to learn more about working with OpenMarkets contact Genevieve Wood on 03 8199 7702.