Enjoy a consolidated view of the total wealth under your advice
- Portfolios under your advice
- Investments under your advice
- Administered and non administered assets under your advice
The OneVue UMA gives you a single view of your client's total net wealth position
- View consolidated reports across tax entities - individuals, joint accounts, trusts, SMSFs and companies.
- 'Drill down' reporting allows you to view your data at a business, adviser, client and portfolio level - all in a web based format.
- Reports can include all your clients administered and non administered assets - as well as liabilities enabling you to have one true view of your clients financial wealth.
Enjoy the efficiencies of OneVue's open architecture, tax driven, product neutral UMA
- Performance reports highlight a client's entire portfolio not individual products
- Daily online reporting of transactions
- Comprehensive account and tax reports
Integrated reporting saves your back office time
- Easy integration with BGL, Xplan and Coin allows you to automatically generate and upload files
- Improved connectivity to outside systems like BGL streamline the gathering of account information and often enable the pre population of forms
- Data is aggregated, updated and reconciled on a daily basis saving you time and money
Online SMSF reports put you in control throughout the year
- Valuations on a daily basis enable you to track market and book value,
interim balances, end-of-year member balances, current fund financials and fund reports, - Financial reporting and statement of taxable income, and
- Regulatory documents for SMSF investments.
The OneVue UMA has a market leading tax reporting engine
The reporting engine has been especially well received by the SMSF market and we are committed to maintaining its market edge. From a functional perspective, we have robust and proven capabilities that match your clients diverse investment interests.
24/7 online access to your clients' portfolios includes:
- Reporting on their portfolio
- Comprehensive accounting and tax reporting
- IAS/BAS reports to support your IAS/BAS return preparation
Improve your decision making
- Look at and consider all assets and liabilities, administered and non administered, as part of the investment decision making process
- Tax parcel reporting enables improved tax optimisation
- Comprehensive library of online reports
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 or downloading here.
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.