MoneyOne® Online
|
With MoneyOne® Online, advisers have access to a secure online website that provides easy-to-retrieve product, investment and transaction information, including access to:
|
- latest application forms, product disclosure statements, independent research documents and other product-related documentation
- reporting on clients’ funds under management
- reporting on a client's direct shares and cash management trust details
- reporting on clients’ tax position – providing a transparent view on the tax collection process
- online reports and forms
- follow-up systems to interact with Oasis
- the same screens that clients view – allowing faster issue resolution.
|
|
