Australia's #1 UMA
OneVue delivers a unique proposition to our advisers and their clients. OneVue has the only genuine Unified Managed Account (UMA) in the market catering equally effectively to the SMSF and non-super markets. To learn more about OneVue, the UMA and our clients, products and services, read about us in the media.
Our name, OneVue, is synonymous with the unique single view that our solution provides of a client's total net wealth, across all of their investments. The double entry Oracle based accounting system, which drives our UMA, can easily accommodate all categories of assets and liabilities including complex instruments such as warrants, stapled securities, margin lending, term deposits and property.
The OneVue UMA also has a market leading tax reporting engine, which has been especially well received by the SMSF market and we are committed to maintaining its market edge. From a functional perspective, we have robust and proven capabilities that match your clients diverse investment interests.
In addition to rich functionality another major point of differentiation is that we also own all the underlying core systems that deliver the SMA and the UMA. This means that we have control over pricing, product development and delivery. Our current clients greatly appreciate this point of difference because it makes us fully accountable for delivery of outcomes to promise.
We work hand in hand with our clients, make decisions and execute with a minimum of bureaucracy. Being a similar size to our clients, we believe we can better appreciate the challenges associated with running a business and building a franchise in the market. Our clients appreciate being able to contact OneVue senior management, whenever they need to.
Our strategy is clear and unambiguous. We do not compete with our clients. We are not fund managers or financial advisers. Our single focus is to work with advisers to build and deliver the tailored solutions you need to take to your clients.
We don't dictate product features such as investment menus or model portfolios, our open architecture means that we can incorporate your unique IP into our solutions.
Learn more about OneVue
- About the OneVue Board
- About the Compliance Committee
- About the Investment Committee
- OneVue UMA - Australia's 1st UMA
Disclaimer
The information in this document is general information only that has been prepared without taking into account any individual’s objectives, financial situation or needs. Before acting on this information you should read and consider the relevant offer documents available by contacting OneVue or downloading here.
The OneVue UMA Other Assets & Liabilities Service, SMA and Wrap Service are issued and operated by OneVue Limited ABN 18 072 262 312, AFSL 245525. The OneVue term deposit hub is provided by Australian Money Market Pty Ltd under the AFS licence of DDH Graham Limited ABN 28 010 638 219 AFSL 226319. OneStepSUPER is issued by CCSL Limited, ABN 51 104 967 964, AFSL 287084.