OneVue UMA features

The OneVue UMA delivers a single client view and a seamless client experience across listed and non listed securities (custodial and non-custodial) – and most other assets and liabilities.

• Administration of all assets and liabilities regardless of structure,
• An online transaction facility for Australian shares and wholesale managed funds,
• Operation of an SMA service with a single custodial HIN and mandate driven portfolios of equities or managed funds,
• An integrated Self Managed Superannuation Fund (SMSF) offering,
• Advanced tax-optimisation algorithms with the potential to maximise after tax returns,
• Integration into major adviser desktop and SMSF software,
• Multicurrency ability for international investments, and
• Comprehensive tax & investment reporting, including international equities and internationally domiciled managed funds.

Secure internet portal

Each tax entity is issued with its own login allowing secure access to a wide range of tools and up-to-date reporting.

This delivers a comprehensive, efficient and highly scalable solution to the needs of Dealer Group, Advisers and their clients.