Managed Discretionary Account Services for Advisers 2017-08-24T08:30:08+00:00

Managed Discretionary Account services for Advisers from WealthO2

Disruptive, efficient new technology enabling operational agility, scale and compliance to advisers.

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Managed Account Services

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MDA Operator assists advisers to manage client portfolios.

Investment Advisory

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This service is designed to assist advisers develop investment programs.

Managed Discretionary Account Services for Advisers

Managed Discretionary Accounts

MDA Operator’s services enable the efficient implementation of advice under an MDA contract to your clients. Our Automated compliance (APL controls, Regulatory client reporting, ongoing maintenance and monitoring and document storage) relieve the efforts of bespoke monitoring and allow the adviser to focus on growing your business and providing client centric advice.

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