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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 …

 

 

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
 
Any questions?

 

Please do not hesitate to call our service team on 1300 790 235 between 8.30 am and 5.30 pm, Sydney time.  We are here to help and would be happy to walk you through the new site and answer any questions you may have.

 

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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