Unit registry system The unit registry solution is our flagship product offering clients a single portfolio view and enabling our clients to:
- improve operational efficiencies,
- speed time to market with new products and
- enhance client/partnership relationships.
OneVue unit trusts integrate:
Clients value OneVue's customer centric solution because it can:
- lower the overall cost of ownership,
- enhance fee and commission ability,
- speed of distribution processing and
- support overall client/partner management including family groups, advisers and dealer groups.
Enhance your client partner experience
OneVue is designed to help you manage distribution partnerships and offers comprehensive adviser commissions and distribution capability:
- adviser standing data,
- adviser commission processing - including adviser service fees, upfront and trailing commissions,
- adviser commission enquiries and adjustments,
- adviser bulk transfer,
- adviser reporting.
Our customer-focused transparency enables:
- retail fund managers to retain control over their product,
- investors and advisers to receive one view of business and investments,
- greater visibility and transparency - you can see who is writing the business,
- consolidated client views which are likely to reduce calls to your call centre,
- the ability to tell advisers how much commission they are being paid and how much they are paying,
- your product working seamlessly with adviser systems, enabling them to download into Excel and CVS format or print PDF reports.
The real power of the solution however rests in its integration with workflow, messaging and communications services.
Ask us about the scalability and productivity of OneVue's unit registry. Or, read what our clients have to say about it.
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