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.

Advisers

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:

1. Unparalleled investment administrative breadth with a proven track record of asset servicing across a range of complex projects
2. A single overview of client wealth, consolidated across tax structures, assets, liabilities and family units
3. Integration expertise through global custody partnerships, and existing offerings through third party providers
4. Service, risk and compliance protocols applied to an institutional standard.

OneVue provides an extensive range of adviser support tools to you in meeting your best interest obligations. These include:

• Comprehensive online research information across managed funds and ASX-listed securities sourced via Financial Express and Desktop Broker
• Specialist platform training and transition support (including one-on-one training, online webinars and user guides)
• Editorial and video education content from No More Practice Education, including video assets designed to help the client understand their underlying investment products and foundation concepts
• A dedicated relationship management team, including business development, technical and call centre support (online and toll-free)
• Daily online news and up-to-date announcements to ensure advisers are across critical changes relating to product, platform functionality, regulation and technical updates
• A dedicated online reports inbox for easy, efficient oversight of investor portfolio activity to enable the ongoing assessment of best interests for each client
• Online fee disclosure (FDS) reporting, fee schedules and fee calculators for timely, clear fee disclosure, comparison and quotation
• Online ROA production and delivery, allowing clearer compliance trails and demonstrating advice delivery

Accountants

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.

More than just a standard 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:

• Contributions
• Pension payments
• SMSF specific expenses
• Directly held transactions such income and expenses for real property.

End of year reporting

At tax time OneVue provides:

• a comprehensive tax report including substantiation documentation for directly held assets
• BGL Simple Fund and BGL 360 data feeds

Class data feed