Wealth02 rebrands business following mergers
WealthO2 has rebranded as DASH Technology Group to reflect the firm’s future vision for the group.
The firm recently merged with software firms NEO and Roar to create an advice technology solutions group.
It said the rename reflected the value proposition and future vision of the group as a best-of-breed solution provider for the wealth industry.
Andrew Whelan, chief executive, said: “We are thrilled to announce WealthO2 has become DASH. We are excited about the introduction of our new group name which will allow us to better articulate our offering to both our customers and the market.
“In recent years, we have seen the whole adviser experience change. The exit of banks from the platform space has left a hole in the industry. Legacy providers have been replaced by product-style platforms who have lost their focus on the financial planner.
“At DASH, we see ourselves as a technology partner rather than a product which platforms have now morphed into.”
A new company logo and corporate website was planned for launch in May 2022.
AUTHOR
Laura Dew
Recommended for you
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic.
