Managed Discretionary Account services for Advisers from WealthO2
Disruptive, efficient new technology enabling operational agility, scale and compliance to advisers.
Managed Account Services
MDA Operator assists advisers to manage client portfolios.
Managed Discretionary Account Services for Advisers
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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Investment Made Easy
Unbundled services enabling choice and independence with transparency, control and direct beneficial ownership.