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OneVue adds CARM to product suiteSydney, 19 April 2010 – After the successful launch last week of the first Adviser Directed Unified Managed Account (UMA), OneVue has now added CARM, a planning tool for accountants and financial planners, to its product suite.
CARM is designed to help accountants and financial planners prepare a life plan for clients. OneVue has acquired a copy of the CARM code and exclusive distribution rights for CARM in the Asia pacific region.
OneVue’s Global CEO Connie McKeage said “CARM is among the best client engagement software applications I have seen. It is easy to use, very engaging and serves as a great customer educational tool”.
“OneVue will provide support for all of CARM’s existing clients, but the CARM system will be going into “lock down” to prepare for a major roll out” said McKeage. “CARM will be re-released as WealthVue in July and will be offered as both a stand-alone product as well as an integrated UMA solution.
Matthew Lock said CARM had been searching for the right partner for some time and that the OneVue team represented a perfect match. We see the market and its future the same way so the cultural alignment was a key factor in ultimately selecting OneVue as our partner.”
“We are delighted to be in business with Connie and her team and we have already hit the ground running. I am confident that WealthVue will very quickly become a significant contributor to OneVue’s overall adviser and accountant proposition.”
CARM CEO Matthew Lock will also join the OneVue Management Team to further strengthen OneVue’s financial planning expertise.
OneVue Limited, www.onevue.com.au is Australia’s first Unified Managed Account Provider. OneVue is an independent and non-institutionally aligned company offering advisers and accountants the ability to see their clients Separately Managed Account (SMA), assets and liabilities in a single client view across investments.
OneVue also owns 50% of WealthCraft Systems Hong Kong which in turn owns 100% of a Shenzhen based software development centre. In conjunction with WealthCraft, OneVue has created AsiaPac’s first fully automated, end-to-end pension administration system (PAS).
Further Information
Matthew Lock
Head of Global Desk Top Solutions, OneVue Limited
02 8022 7409
0403 456 630
Chris Sperber
CEO – Australia, OneVue Limited
02 8022 7423
0418 968 238
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