WealthO2 has announced a new program with a stocking and advice firm. The wealth management software provider s will oversee a structured pilot program with Ord Minnett s most senior advisers who use
WealthO2 launches new MDA to unite top managers
WealthO2 launches new MDA to unite top managers
The platform provider has announced the launch of an MDA with an aim to bring Australia’s top managed accounts together.
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The tech and service company says its new account makes it easier for advisers to access the expertise of big-name investment managers including BlackRock, Zenith, Evergreen and Morningstar.
“It’s akin to a service equivalent SMA where the adviser is recommending the MDA service and the professional manager to their client, compared to the often higher cost equivalent SMA product,” WealthO2 managing director, Shannon Bernasconi, said.
In this episode of the ifa Show, WealthO2 managing director Shannon Bernasconi and chief distribution officer Andrew Whelan join host Sarah Kendell to discuss the latest developments in the platform s