Retail & member organisations

If you're a member based organisation or have clients interested in self directed investing, we will partner with you to create a customised wealth management interface.

Increase member engagement by giving your clients access to a range of superior transaction tools, education and research.

You can brand the interface as your own and if you have your own products, we can help you increase your distribution footprint.

 

Member based solutions

Our wealth management interface provides superior transaction, administration and reporting capabilities across a wide range of investments. It comes with a suite of digital tools and capabilities that give your members access to:

  • Customised apps
  • Research and reports
  • Investment and budgeting tools.

Members can discover their risk tolerance with an online quiz. They can also make informed decisions about shares and managed funds through analytical tools and information.

We're constantly working to extend the member experience through greater customisation. We will offer apps to enable your members to track their investments at the click of a button. They can also increase their investment knowledge with education apps and tools.

Read more about our member based solutions.

OneVue platform services

We can help you deliver comprehensive superannuation solutions across the three fastest growing segments of the superannuation market: retail super, industry funds and self managed super. See how today.

May 2014