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Dealers - Oasis

Dealer services



The Oasis offering is unique and characterised by a range of features and benefits for our clients not available from any other platform.

We have a clear business strategy that is focused on growth, market leading software technology and positive customer experiences.

Most importantly, unlike all other platforms, we do not have an Oasis retail brand, so we do not compete with our clients. We work with clients to build, customise and administer investment portfolios and super wraps, together with a broad range of associated services.

Platform features



  • Superannuation master trust and non-superannuation wrap account administration (IDPS)
  • Superannuation trustee and IDPS operator services
  • Product design and development
  • Product disclosure statement design and production
  • eCommerce solutions delivering simple and effective access to client data and transaction capabilities
  • An adviser front-end solution, including financial planning and other client management tools
  • A wholesale capped fee structure
  • Advice on marketing and distribution strategies
  • The opportunity for dealers and their advisers to develop an equity model for their portfolio.

 

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  • About MoneyOne
     

    Oasis' core front end e-commerce solution

  • What is a wrap?
     

    Read about the difference between a wrap and a master trust.

  • Insurance solutions
     

    You can apply for both Group Insurance and/or OneCare Insurance, allowing you to tailor the type and amount of cover to your clients' particular needs.

  • Tax collection
     

    Read about our unique tax collection framework.