Products and services
OneVue provides advisers, accountants, dealer groups and financial services institutions with a wide range of technology and service solutions to clients’ investment needs.
We are not fund managers or financial advisers. Our single focus is to work with you to build and deliver the tailored solutions needed to best service your clients.
We have no competing agendas, we do not dictate investment menus or model portfolios, and our open architecture means we can incorporate your unique intellectual property into the unified managed account.
We are a privately owned, non-aligned Australian-based organisation with a small number of committed shareholders who subscribe to our vision and strategy.
We work with you to provide flexibility around pricing, product development, and client deliverables.
Our solutions:
- Lower the overall cost of ownership
- Relieve capacity constraints and enable scalability
- Enhance fees and commissions
- Accelerate distribution processing
- Support overall client/partner management.
OneVue’s products and services include:
- Australia's only genuine unified managed account (UMA)
- Separately managed accounts (SMA)
- OneStepSMSF, Australia’s only end-to-end SMSF establishment process
- WealthVue, an online a goals-based tool to help advisers engage and retain clients with fee for service
- Adviser desktop software to manage client relations and mine data
- Pension administration systems
- Unit registry services
Suite spot
The OneVue suite of products offers a seamless client experience of both listed and unlisted securities. OneVue enables advisers to:
- Deliver a single portfolio view across investments regardless of the underlying investment vehicle,
- Integrate legacy systems with new systems, whether proprietary or non-proprietary,
- Purchase products individually or bundle them into a fully integrated enterprise-wide solution.
The choice is yours.
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.
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.