• image
  • image

MoneyOne® Online - Oasis

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.