Financial planning group Sentry has broadened its range of investment options by partnering with OneVue Platform Services to deliver a new series of separately managed accounts (SMAs) to Sentry advisers.
The Sentry Group’s network of 250 non-aligned professional advisers will gain access to a suite of seven FPI SMAs on the OneVue platform. The Sentry Group of adviser services about $5 billion of client funds under advice.
Sentry Group Executive Chairman and CEO, Murray Hills says that by expanding its Compass private label range of platforms, Sentry is providing more choice in practice solutions to its advisers and their clients.
“Our SMA service continues to gather momentum and the combination of this with our platform partner OneVue represents a compelling and different proposition for advisers and their clients alike, while still delivering value for money,” Mr Hills says.
Sentry chose OneVue as a partner to develop the new Compass Fund products, which includes the seven FPI SMA Model portfolios on both its IDPS and Super offering.
OneVue, which delivers superannuation investors true choice and control by creating digital gateways between investors and their financial community, has a track record in developing contemporary solutions for advisers and their clients.
“We are pleased to have developed a bespoke range of SMA portfolios for Sentry advisers which will deliver value and transparency to their clients,” said OneVue Head of Product and Transactions Brett Marsh. The new range of SMAs aims to provide practice efficiency benefits for its advisers and reduce their compliance burden.
“We are seeing increasing demand from our white label business partners to create managed account solutions that reduce paperwork advisers are required to undertake in ongoing management of investment portfolios for client risk profiles,” Mr Marsh says. “Adviser interest in SMAs continues to increase over time as investors demand asset classes that are clearly visible within their portfolios.”
For further information, contact:
OneVue Head of Product and Transactions
P: 02 8022 7437
M: 0418 400 619
Sentry Group Executive Chairman & CEO
P: 08 9267 3444
M: 0408 929 176
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About OneVue Holdings Limited (ASX: OVH)
OneVue Holdings is an Australian listed company on the All Ordinaries Index. OneVue strives to deliver investors true choice and control by creating digital gateways between investors and their financial community. OneVue was winner in 2014 for Best Online SMSF and winner in 2013 for SMSF Providers Premium Service. In 2015 OneVue was a finalist for SuperRatings Rising Star. www.onevue.com.au | firstname.lastname@example.org
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