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WealthO2 unveils advice firm pilot

WealthO2 unveils advice firm pilot

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By Neil Griffiths ·
August 19 2021

WealthO2 unveils advice firm pilot

WealthO2 has announced a pilot program with a major stockbroking and advice firm to trial new functionality in its software.

WealthO2 unveils advice firm pilot
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The wealth management software provider will oversee a structured pilot program with Ord Minnett’s most senior advisers who use an MDA offering for their ultra high net worth clients.

The program will allow Ord Minnett to pilot WealthO2s portfolio rebalancing and modelling software to create significant efficiencies” across its wealth management channel.

“The program is a fantastic result which further validates our product strategy inclusive of both short- and long-term development priorities,” WealthO2s head of product development, Hong Nguyen, said.

Andrew Whelan, acting chief executive officer of WealthO2 added: “This exciting pilot with Ord Minnett demonstrates our commitment to delivering meaningful efficiencies through customer-led technology innovation that puts advisers and their clients first.”

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The news comes after WealthO2 confirmed the departure of CEO Shannon Bernasconi last week.

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