Adviser updates
New OneVue website replaces ShareInvest
Firstly we would like to take this opportunity to thank you for your feedback on the existing ShareInvest website and for taking the time to let us know how we could improve the experience of using our site for you and your clients.
During the transitioning of the ShareInvest website to the new OneVue Managed Account portal we have introduced a number of your suggested changes however we have a program of works in progress to further enhance the portal.
There are now two sections to the new OneVue portal – the secure section which displays private client information and the public section which displays general information.
To access your secure portfolio details …
- Go to www.onevue.com.au/login.php.
- Enter your existing user name and password to access your portfolio details online.
User guides for advisers and their clients
OneVue have prepared a user guide for you and your team – as well as one for your clients. They are attached for your use. They are also available online.
Quarterly reporting is underway
During the week your OneVue clients will receive:
- Quarterly Portfolio Valuation Reports
- Quarterly Portfolio Movement Reports
Please do not hesitate to call our service team on 1300 790 235 between 8.30 am and 5.30 pm,
Kind regards,
Chris Sperber
CEO Australia
OneVue Macquarie CMA Support and 31 July Conversion Process
Friday, 21st May 2010
New OneVue website replaces ShareInvest
Monday, 8th February 2010
Introducing the new OneVue Managed Account (SMA) PDS
Monday, 21st September 2009
ShareInvest performance, Growing SMAs into UMAs
Wednesday, 19th August 2009
Insurance premium details due 31 August
Wednesday, 19th August 2009
Pension payments / insurance premiums changes
Monday, 17th August 2009
ShareInvest mandates outperforming
Wednesday, 22nd July 2009
Upcoming deadlines for tax reports
Monday, 6th July 2009
Term Deposits – User Guide now available
Tuesday, 16th June 2009
Term Deposits with enhanced performance reporting
Tuesday, 9th June 2009
APA portfolio service rebrands as OneVue
Friday, 5th June 2009
New OneVue UMA account
Wednesday, 29th April 2009
Introducing OneVue SuperService
Tuesday, 24th March 2009
OneVue expands adviser services team
Friday, 20th February 2009
APA Custodial Service Forms Updated
Friday, 13th February 2009
Changes to warrant valuation methodology
Friday, 12th December 2008
Client Administration Fees Notification
Thursday, 27th November 2008
ShareInvest adviser update
Wednesday, 15th October 2008
Changes to Performance Reporting
Tuesday, 14th October 2008
SMSF Member Balances
Monday, 25th August 2008
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