MoneyOne® Office
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MoneyOne® Office is an adviser desktop tool that operates with the Oasis administration platform offering:
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- Efficient document management whereby documents can be associated with clients and shared electronically throughout the office
- A daily update on outstanding follow up items from Oasis
- Easy generation of FSR-compliant statements of advice and records of advice
- A segmented client database and individual fact finder
- 24/7 access to reports, automated reviews and mail-outs, including the investment portfolio review, member statements, consolidated net wealth reports, and a batch reporting facility to download various Oasis reports for multiple clients
- Electronic transactions for switches and rebalances
- Easy to implement model portfolios.
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