Financial Framework uses WealthO2 MDA, Super Simplifier, and uXchange
“Financial Framework came across to WealthO2 in 2017 when we were looking for a new and dynamic wealth management platform/service for our clients. The older legacy systems were beginning to show their age and weren’t providing product updates as we would have hoped. We went to market and found a solution, but it wasn’t initially WealthO2.
After some frustration with the alternative platform, we investigated WealthO2 and found a much more welcoming and user-friendly experience.
We’re glad we found WealthO2 when we did and didn’t commit to another wealth management platform.
Since then we have been early adopters in Western Australia and we have had great feedback from our clients. The transparency of the platform and speed that new and transformative updates occur really makes the package world class.
We’ve found this to be a useful tool for all of our Financial Advisers at Financial Framework when it comes to providing outstanding client outcomes.”
Dan Hewitt, Financial Adviser