Wealth Management Platform

Comprehensive Support for Financial Advisors

Oculo can aggregate the facets of your business to ease client processes and maximize payout. Our Wealth Management Platform is a full suite of customizable operational tools, including portfolio models, risk assessments, and performance profiles. Financial planners further personalize these resources to provide their clients with premium service, seamlessly. Additionally, our Wealth Management Team offers frequent communication, daily supervision, transition support staff, and quarterly reviews.

Financial planning is an on-going process. Our financial models are constantly being updated with the most relevant solutions in long-term and short-term savings,investment strategies, and asset protection. We focus on helping your practice grow and run smoothly so that you can focus on what is most important to your business- Clients.

Oculo supports advisors with access to:

A better, more expansive platform designed to ease advisor workload and improve their payouts.
Proprietary investment models based on risk tolerance.
A team of experts and a catalog of up-to-date resources in advance/complex markets.

Why should this matter to you?

Financial Outlook – Knowing you’re equipped with trusted plans to identify problems and improve income for yourself and your clients.

Workflow – Streamlining your operations with secure systems and expert human resources, so you can focus on helping clients make the best spending, saving, and investing decisions.

Confidence – Having access to Wealth Management Models that will work for any situation and that can be personalized to make your clients feel at home.