WealthO2 appoints head of client success to support new business growth

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Ahn Rutty

WealthO2 has appointed Ahn Rutty to the newly created role ‘head of client success’ as demand for their innovative adviser tech software solution increases.

Ahn will play a pivotal role in orchestrating the seamless onboarding of advisers to deliver efficiency across the end-to-end advice experience. She joins WealthO2 from Temenos where she was senior customer success manager. Prior to this she worked as a senior account manager at Rubik and Macquarie Group.

WealthO2 CEO, Andrew Whelan says adviser interest in WealthO2 is growing strongly, and that Ahn’s appointment is a result of this continued business growth and our commitment to delivering best in class service to our growing customer base.

“At WealthO2, we are focused on changing the game in the financial planning and software space. The ongoing regulatory and industry challenges facing financial advisers has served to highlight the importance of an investment platform’s role in increasing efficiency, driving down the cost of advice, increasing practice profitability and providing intergenerational low balance solutions.”

“Ahn joins the company during this strong period of growth and focus on new client onboarding. She brings extensive experience across customer success, key accounts, and relationship management to the team. She is a welcome addition to WealthO2, and the broader team will benefit from her understanding of process, insights and expertise.”

Ahn said ”I am excited to join the team at WealthO2, I have admired their reputation in the industry and mission to change the advice landscape”.

Her appointment follows several key appointments across the client service and relationship management teams over the recent months.

Her role will commence on 13 December 2021.

WealthO2 was voted number one in this year’s Adviser Ratings Australian Financial Advice Landscape Report – Platforms for both Adviser Support and Investment OptionsWealthO2 also recently launched a managed discretionary account service with several top managed account investment managers, as well as a client portal app for Apple and Android devices.

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