WealthO2 launches digital meeting tool for advisers in response to COVID-19 demand

Recognising the increased need – in the wake of COVID-19 – for advisers and their clients to meet digitally, WealthO2 has launched a new feature on its investor client portal to better facilitate digital meeting appointments. “WealthO2 is an advice-led solution, so listening and responding to advisers’ needs is our focus,” says Shannon Bernasconi, WealthO2 … Continue reading WealthO2 launches digital meeting tool for advisers in response to COVID-19 demand