Adviser updates

Term Deposits with enhanced performance reporting

9 June 2009 The OneVue WRAP service (formerly APA portfolio services) has been enhanced to include professional performance reporting for fixed interest securities, including term deposits.

Clients will not be able to see the estimated accrued interest attached to their fixed interest security rather than just the deposit value, creating a more accurate portfolio valuation experience for investors.

What does this mean for existing clients?

You can now add a term deposit to your client�s portfolio via the Adviser Data Entry screen, and view a projection of the interest accruals and payments.

You and your clients will also be able to view the estimated accrued interest on the term deposits that forms part of your consolidated Portfolio. The interest accruals are shown on the clients Holding History report, which is found within the Client Statement for Any Period suite of reports.

If you have any questions, please phone Adviser Services on 1300 790 235.

Kate Brookfield
OneVue Adviser Services
1300 790 235
service@onevue.com.au

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