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AreaWealth

A digital revolution

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AreaWealth ACCESS will give you everything you expect and more than you ever imagined.

The AreaWealth investment management platform can help you manage your clients quickly, efficiently and effectively.

Our 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.

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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.

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Automate to increase performance.

AreaWealth will give you everything you expect and more than you ever imagined.

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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 AreaWealth’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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Okto Wealth - Access the best way to build your business

A digital revolution for the financial services industry.

A secure, cloud-based digital platform built by a team of wealth management experts.