The OneVue managed account
OneVue offers you portfolio management and administration services that provide an 'end to end' client experience for managed account investors and administrators. This includes:
- tax optimisation,
- 'front to back' workflow (STP/low error rate) and a
- tailored investment portfolio.
With OneVue managed account you can:
- rebalance portfolios,
- allocate trades,
- optimise tax,
- handle corporate actions centrally at the mandate level,
- aggregate and net trades for greater efficiency,
- customise investment reporting and
- provide advanced tax reporting.
Why use 'ShareInvest', by OneVue managed account?
ShareInvest is a tax effective investment - reducing tax and fees are the only 'free lunches' available.
ShareInvest is cost efficient - the highest administration plus investment management charge is 1.10% (including custody). Many other investments have costs that start a lot higher.
ShareInvest can be 'white labeled' to customise to an adviser's business.
ShareInvest is easy for advisers to use - as well as being a transparent and a powerful differentiator.
Lonsec has given an 'Approved' rating to the ShareInvest product that sits on the platform, following a detailed review of the product, systems and operations.
You can enable investors to customise their accounts by 'locking' their holdings.
You can also individually manage investor portfolios and trade equities without the need for a mandate.
If clients decide to change their investment choice, they need not crystallise gains where the underlying securities are the same between the old and the new choice of investments.
The OneVue managed account integrates:
- Australian equities,
- hybrids,
- short positions,
- instalment warrants
- Australian options,
- cash,
- unit trusts,
- some international equities.
About the service
- The service has been tested for scalability on 250,000 accounts and over 2 million transactions per year.
- The service is owned and controlled by the product provider - so reasonable enhancements and customisations can be accommodated.
- The service has a strong track record and was a pioneer in the Australian market.
What about reporting?
The OneVue managed accounts service provides:
- quarterly reporting via our document generation tool (Thunderhead) which gives a variety of delivery channels,
- annual report,
- annual tax summary,
- online and via phone enquiry,
- monthly interim tax summary - income and expenses,
- portfolio valuation,
- movement reports,
- cash transaction report,
- and others.
To learn more about the benefits of the managed account, listen to our videos.
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