WealthO2 merges with Roar and Neo to become the first advice technology solutions company to focus the on end-to-end adviser experience 

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WealthO2 has merged with financial planning software firm, Roar Software and wealth platform software specialist, NEO. The move will cement its position as the first advice technology solutions company to

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WealthO2 appoints head of client success to support new business growth

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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

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WealthO2 focuses on further expansion with Ord Minnett pilot program

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WealthO2 has announced a structured pilot program with Ord Minnett’s most senior advisers who use an MDA offering for their UHNW clients. The program will see Ord Minnett pilot WealthO2’s

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WealthO2 MDA brings together top managers

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WealthO2 has launched a managed discretionary account (MDA) best of breed service bringing together the who’s who in managed accounts. The service makes it even easier for advisers to access

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WealthO2 launches app for clients

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WealthO2 has launched an app on both Apple and Android to provide advisers and their clients with more flexible and streamlined access to their investment information. Shannon Bernasconi, co-founder and managing

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WealthO2 responds to increased Super Simplifier demand with lower fees

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WealthO2 has lowered the administration fee on its Super Simplifier by 3.3 basis points, capping fees at $1760 per member or $3630 across six family members, effective 1 June 2021.

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Adviser Ratings ranks WealthO2 number one

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WealthO2 has been ranked the number one investment platform in terms of ongoing adviser support, and the number one provider in terms of investment options, in the latest Adviser Ratings

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Spotlight on who owns client relationships

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Recent legislative changes around consent to charge adviser fees are prompting a number of advisers to reconsider their existing platform relationships, in part because of a disagreement over who owns

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WealthO2 appoints Andrew Whelan as head of distribution

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WealthO2 has appointed Andrew Whelan to the newly created role of chief distribution officer, reporting to CEO Shannon Bernasconi, commencing 27 January 2021. Mr Whelan joins WealthO2 from Midwinter where

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WealthO2 hits record FUA as advisers vote with their feet

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Adviser platform alternative WealthO2 has passed the $2 billion mark in funds under administration, reflecting the growing demand from advisers for a low cost fee for service, unconflicted, adviser platform

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