Wealtho2

WealthO2 provides an un-conflicted alternative to wraps/platforms. Recently WealthO2 provided data feeds connectivity to XPLAN using the latest managed account EPI format. WealthO2 are relaunching the Investor Portal in November 2018 which has been designed in conjunction with their advisers.

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End User Advisers
Advice Process Steps Scope
Assessing
SOA
Implementing
Review
Benefits Process efficiency
Engagement uplift
Time savings
Cost to serve reductions
Compliance benefits
ROA automation
Cost per user per annum We don’t have per account or minimums, and are max 15bps with a capped fee per portfolio
Time saving per client One to three hours per client
Cost saving per client Saving $2000 per $250,000 under management
Integration Xplan and Class
Website embedding Yes
White labelled Yes
System prerequisite Internet
Single sign on We use wild cards currently but can use SSO if required
Data storage Australia on Amazon
Privacy standards All standards required by law and strict internal protocols in relation to confidentiality.
Limits on use No
Disaster recovery and business continuity plans Yes
AFSL approval SMSF based financial planners, independent AFSLs and brokers that are launching wealth solutions.

 



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