The results are in!
We are thrilled to announce that 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 Australian Financial Advice Landscape report.
WealthO2 was also voted in the top three, out of 20 providers, in net promoter scores and number three in overall functionality.
Shannon Bernasconi, Managing Director said “we want to give a big thank you to all our valued clients who have partnered with us and recognised our commitment to providing exceptional client service, increased business efficiency, all at a lower cost.
These results are exciting but we don't take this support for granted and are on a mission to breathe even more efficiencies and savings into wealth management practices through clever, intuitive technology. The results show an era of choice for Advisers, one where client centricity and customer service are at the core of platform selection."