OneVue Unified Managed Account (UMA) OneVue's Unified Managed Account (UMA) offers you a portfolio administration and online reporting for all assets and liabilities in a single investment service, giving you and your clients transparent, 24-hour access to their total financial position.
UMA platform asset and liability class capabilities include:
This enables advisers, on behalf of their clients, to:
- view and transact on an entire portfolio,
- manage investments by tax entity or on a total household basis and
- analyse tax consequences, regardless of the asset type or tax entity.
More than a SMA, IMA, MasterFund or Wrap
The OneVue UMA can genuinely and cost-effectively administer even the most complex instruments, such as warrants and stapled securities, and has been doing so for years.
The UMA is designed to administer any investment – including direct property, structured products, private equity and property syndicates – all with consolidated reporting and tax.
Tax is a differentiator for OneVue
OneVue UMA is a proprietary solution based on double-entry accounting systems with a strong focus on the data integrity, tax compliance and enhanced after tax returns. OneVue's tax team ensures the veracity of the tax treatment of your clients' assets and liabilities.
Offering you a single client view
OneVue UMA delivers advisers and their clients a single client view and seamless client experience across tax entities - individuals, partnerships, family trusts, companies and SMSFs.
For more information
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