WealthO2 provides managed account and IMA services for financial advisers.
The company’s disruptive software reduces the cost and effort of administration, on boarding and ongoing service obligations of monitoring and managing client portfolios. It also provide an un-conflicted platform offering providing sophisticated rebalancing, analytics and automated ROA generation or MDA rebalancing across ASX listed (on HIN), managed funds, TD’s and Cash assets. All of these features help to ensure compliance and free up advisers to provide increased value to their clients.
Using Class’ APIs that use the latest security protocol – the OAuth 2.0 framework – Class users can securely and instantly automate client data synchronisation and with the (coming soon) data feed to Class the portfolio data can be integrated.