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MoneyOne® Office - Oasis

MoneyOne® Office



MoneyOne® Office is an adviser desktop tool that operates with the Oasis administration platform offering:

  • 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.