You are here:   Home » Manage

 View size: AAA

OneVue puts you in control

The OneVue UMA provides you with the tools and services to manage your clients':

That's why OneVue aims to provide the most complete financial picture possible so you can do your job more effectively and concentrate on your client.

The OneVue UMA enables you to take a holistic approach to your client's investments by providing a total portfolio view that can include:

  • Assets and liabilities
  • Administered and non administered investments
  • Custodial and non custodial investments
  • Traditional, complex and alternative investments

One view across tax entities makes investment management easier.

  • Administer and report on all assets and liabilities in a single service
  • Look at all assets and liabilities (administered and non administered) as part of the investment decision making process,
  • Manage investments by tax entity or on a total household basis
  • Analyse tax consequences regardless of asset type or tax entity
  • Make offering clients SMSFs easier.  Learn more

OneVue UMA delivers the management tools you need

  • The online adviser query system (AQS) provides an easily searchable record of communication and permanent audit trail
  • Asset allocations are flexible enabling you to quickly change them without opening and closing accounts

Data is aggregated, updated and reconciled on a daily basis saving you time

  • Easy integration with BGL, Xplan and Coin allows you to automatically generate and upload files
  • Improved connectivity to outside systems like BGL streamline the gathering of account information and often enable the pre-population of forms
  • Monitor securities across tax parcels/ manage tax implications across portfolios and tax entities

Holistic approach to portfolio management enables you to apply a full range of options that combine broad asset allocation plans using a taxable or non taxable strategy delivering a total wealth management solution to your clients.

As an example, by selecting MANAGE > SMSF Members > Member Interest after logging in, you can:

  • Enter member account balances
  • Review, update and enter new member interests online
  • Access your client's SMSF trust deeds etc

SMSF Member Management

Make the UMA the core account for your client's investments.

  • Enjoy 24 hour access to total financial positions
  • Reduce paperwork and administration. The UMA handles administration, reporting and tax optimisation
  • Facilitate cost effective management of both investment and personal assets as well as liabilities
  • Offer your clients a truly diversified portfolio without increasing costs

 

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.