Tech review: Should you consider Avelo Wealth Optimiser?

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Mark Loosmore of AT8 Group gets a sneak preview of new financial planning tool Avelo Wealth Optimiser.

This company’s transformation – from 1st Software – The Exchange and N4 to Avelo – is quite astounding. There have been no half measures in moving to the new branding. As you enter the office you are greeted by a large new Avelo sign introducing the new brand, and throughout the building there is new artwork with the Avelo theme (even the coffee cups have changed). There has been quite a lot of industry comment about the Avelo name change, although we felt some of this was inevitable as a number of strong brand names are being removed. At AT8, we are open-minded regarding the new brand, ...

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