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enquiries@oktowealth.com

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OktoWealth

A digital revolution

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CONTACT US

Adviser

Working with Advisers

Supporting advisers to create more efficient businesses and increase client engagement.

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.

Okto Wealth - Adviser and Business Dashboard - smartphones
OktoWealth - Automation Transparent
Automation
OktoWealth - Consolidation Transparent
Consolidation
OktoWealth - Efficiency Transparent
Efficiency
OktoWealth - Service Transparent
Service
Okto Wealth - Investment Dashboard - tablet

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!

Okto Wealth - Automation Diagram Transparent
Okto Wealth - ICON - RSX Feed

ASX feed

Okto Wealth - ICON - Statement of Advice

Integration of Statement of Advice

Okto Wealth - ICON - Basis of advice

Identification and delivery of basis of advice

Okto Wealth - ICON - Multiple changes

Multiple changes in a single action

Okto Wealth - ICON - one point of contact

One point of contact reducing compliance

Okto Wealth - ICON - Advanced portfolio management

Advanced portfolio management

Okto Wealth - ICON - bulk trading and reporting

Bulk trading and reporting

Okto Wealth - ICON - Model portfolios

Creation of model portfolios

Okto Wealth - ICON - Full automation

Full automation

Okto Wealth - ICON - Full automation

Full automation

Okto Wealth - ICON - direct equity trading

Direct equity trading and off platform assets

Okto Wealth - ICON - everyday activities

Products and services automatically embedded with everyday activities

Okto Wealth - ICON - documented workflow

Clear documented workflow

Okto Wealth - Consolidation Diagram Transparent

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
Okto Wealth - ICON - client activities

Full view of client activities

Okto Wealth - ICON - Open architecture

Open architecture

Okto Wealth - ICON - All account types

All account types

Okto Wealth - ICON - non platform assets

Integrated non platform assets

Okto Wealth - ICON - single action

Single action

Okto Wealth - ICON - SMSF

SMSF end-to-end processing

Okto Wealth - ICON - multiple insurance options

Multiple insurance provisions

Okto Wealth - ICON - managed accounts

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
Okto Wealth - Efficiency Diagram Transparent
Okto Wealth - ICON - tailored reporting

Tailored reporting and simplified administration

Okto Wealth - ICON - document vault

Complete online document vault

Okto Wealth - ICON - SMSF tax and audit processing

Streamlined SMSF tax and audit processing

Okto Wealth - ICON - Straight through processing

Straight through processing

Okto Wealth - ICON - Record of Advice

Record of Advice facilitation

Okto Wealth - Service Diagram Transparent

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.

Okto Wealth - ICON - on time

On time, every time

Okto Wealth - ICON - Adviser focused

Adviser focused

Okto Wealth - ICON - proactive

Proactive, not reactive

Okto Wealth - ICON - practice efficiency

Focus on practice efficiency

Okto Wealth - Do-something-great
Want an end-to-end digital solution?

We are all about improving efficiencies through the use of intuitive digital tools.


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OUR OFFICES

Sydney:
Level 36, 1 Macquarie Place, Sydney, NSW 2000

Melbourne:
Level 7, 443 Little Collins Street, Melbourne, VIC 3000

Geelong:
East 8 Federal Mills,
13-35 Mackey Street,
North Geelong, VIC 3215
Copyright © 2021 Okto Wealth Administration Services Pty Ltd (known as OktoWealth). All rights reserved | ACN 635 285 264 | ABN 97 635 285 264.
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