UMA for assets and liabilities

With our total administration solution offering you the capabilities of a wrap with integrated SMA you have a total client investment perspective for assets - and liabilities.

OneVue UMA accounts for and reports on ...

• International ands ASX listed shares,
• SMAs
• Managed funds,
• Self Managed Super Funds (SMSFs)
• Fixed interest securities and term deposits,
• Warrants and stapled securities,
• Property and mortgages,
• Collectibles including art, wine, cars and
• Direct property investments.

You'll find this UMA solution is tailored to firms that provide a premium service to high-net-worth clients and who could not as effectively operate an in-house portfolio administration and management service.

To learn more phone OneVue on 1300 790 235.