We are a wholesale provider of investment and retail super administration services.
By partnering with us, you can customise a superior wealth management interface that improves the online investment experience for you and your clients.
Our investment platform offers you a complete solution if your client is investing through an SMSF or wants access to a full featured retail super offering.
Due to our independent ownership, you are free from product bias and restrictions. Our open architecture means we can create products and services which you can white label and distribute to increase your funds under advice.
OneVue’s offering provides:
OneVue provides an extensive range of adviser support tools to you in meeting your best interest obligations. These include:
If you work alongside an adviser that has clients who are active on our investment platform, we keen to support you when it comes to tax time.
Accountant log in
An accountant login enables you to view all your client's investment portfolio details. It gives you greater visibility around their actions and assets held on the investment platform.
For those clients that choose our administration service for directly held assets OneVue, in effect, offers a “bookkeeping” service that provides real time monitoring of:
At tax time OneVue provides:
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