MoneyOne® adviser software
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MoneyOne® is a powerful combination of web portal and office software, consisting of MoneyOne® Online and MoneyOne® Office.
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Provided free of charge to advisers who use the Oasis platform, MoneyOne® Office streamlines your back office administration, while MoneyOne® Online provides a secure online website with easy-to-retrieve product, investment and transaction information.
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MoneyOne® Online key features
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- Download the latest application forms, product disclosure statements, independent research documents and other product-related documentation
- View your clients’ funds under management
- Calculate your clients’ tax position – providing a transparent view on the tax collection process
- Generate online reports and provide up-to-date account information to clients
- Access the online follow up systems
- Discuss questions with your clients remotely while viewing the same data
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MoneyOne® Office key features
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- Set up new accounts with compliant statements of advice (SOA)
- Perform switching of managed investments, including bulk switching
- Create and maintain model portfolios
- Rebalance your clients' portfolio back to a model portfolio or investment allocation
- Create an SOA or record of advice (ROA)
- Run the most popular client reports, both for single clients and multiple clients
- Track and respond to outstanding requests to the Oasis workflow system
- Generate client letters from the database
- Obtain archived reports, SOAs, member and investor statements and other generated documents via the document archive functionality.
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