OktoWealth has a full range of products for your clients
Products tailored to all your clients' needs and life stages, by brands you know and trust.
Why use multiple systems when you can use one agnostic platform. Welcome to a new world of benefits:
- Track and report all activities in real time
- Full audit trail on every transaction
- Account driven hierarchy – each person has an individual account
- Automatic segregation of individuals and SMSF accounts
- Remote access for multiple stakeholders and auditors
- Mobile, real time notifications
- Automatic processing, reconciliation, delivery of corporate actions, data feeds, cash management, compliance, statements and classification
- Changing the way you do business - delivering large reductions in back office administration and turning existing resources into front of house new business/ relationship drivers
OktoWealth access will give you everything you expect and more than you ever imagined.
Automation
Consolidation
Efficiency
Service
Access Automation
Your tasks become effortless, time spent is minimised and the risk of error is reduced via secure digital automation. You will have access to single-action management of your business and clients through our 100% online, end-to-end onboarding process.
With full automation of non-custody asset reporting and advanced portfolio management including online switching, model portfolios, corporate actions, tax management toolset (seamless tax return and audit functionality including reconciliation of investments through SMSF and Managed Accounts), collection of data and production of reports, content reports, review tools, e-signature and online applications, it has never been so easy!
ASX feed
Integration of Statement of Advice
Identification and delivery of basis of advice
Multiple changes in a single action
One point of contact reducing compliance
Advanced portfolio management
Bulk trading and reporting
Creation of model portfolios
Full automation
Full automation
Direct equity trading and off platform assets
Products and services automatically embedded with everyday activities
Clear documented workflow
Access Consolidation
From our advanced visual dashboard you will have access to a full suite of integrated client and adviser tools. This gives you straight through online transacting, financial planning and review tools and transfers and switches within an account at the click of a button.
Managing multiple clients’ administration and compliance through our consolidated functionality has never been so easy.
True consolidation gives you:
- Instant access and integration with business partners, systems, providers
- All accounts managed under one account
- Full view of your client’s position instantly
- One point of contact, reducing compliance and making it easy, quicker, simple
- End-to-end processing of SMSF with no double handling
- Multiple insurance provisions including Group and Retail, Online Applications and claims, Online Payments and Takeover terms
Full view of client activities
Open architecture
All account types
Integrated non platform assets
Single action
SMSF end-to-end processing
Multiple insurance provisions
A complete suite of managed accounts
Access Efficiency
Creating day-to-day efficiencies for you and your administration team is our focus. A seamless workflow provides tailored reporting and simplified administration, along with 24/7 transparency of assets.
With our suite of leading business management and reporting tools, you will improve the day-to-day running of your business and reduce compliance complexity, all the while delivering optimal results for your clients.
- Full electronic onboarding
- In context notifications
- Flexible consolidated customised reporting
Tailored reporting and simplified administration
Complete online document vault
Streamlined SMSF tax and audit processing
Straight through processing
Record of Advice facilitation
Access Service
Easy, efficient and effective.
That's what we want you to think every time you deal with us. We're committed to providing exceptional service to achieve high-quality outcomes for you and your clients.
Relationships are the backbone of your business and we believe that the best results can be achieved when we work together.
On time, every time
Adviser focused
Proactive, not reactive
Focus on practice efficiency
