OktoWealth ACCESS will give you everything you expect and more than you ever imagined.
The OktoWealth investment management platform can help you manage your clients quickly, efficiently and effectively.
Our Australian first technology enables you to instantly identify your client needs and translate them into consolidated actions. Saving you time and providing you with extensive expert information from a multitude of sources at the push of a button.
Leading edge technology.
Our fully mobile automated investment platform offers a complete end-to-end digital experience for you and your clients. Through true integrated account management functionality, we can maximise your productivity and returns with extensive choice and greater simplicity.
How we're different.Consolidate workflows, automate processes and efficiently access instant plugins to drive performance and efficiencies. All the while providing complete transparency throughout OktoWealth’s groundbreaking responsive mobile app, that gives you and your clients access to reports 24/7, management of corporate actions and full tax and audit collection, reconciliation and reporting through managed accounts and SMSF.
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