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MoneyOne® Online - Oasis

MoneyOne® Online



MoneyOne® is the Wrap’s online front-end system, helping you conduct your business efficiently, confidently and with transparency.

Review Accounts and your business



Generate online reports and provide up-to-date account information to clients, from cash transactions through to investment performance
Run preformatted client reports, for both single and multiple clients.
Track and respond to outstanding requests in the Oasis workflow system
Obtain archived reports, member and investor statements as well as other generated documents via the document archive functionality
Download the latest application forms, product disclosure statements, independent research documents and other product-related documentation
View your clients’ funds under management and investment holdings
Calculate your clients’ tax position – providing a transparent view on the tax collection process
View investor regular facilities


Transacting



Set up new investors and create new account applications
Perform switching of managed investments, including bulk switching
Create and maintain model portfolios
Rebalance your clients' portfolios back to a model portfolio or investment allocation
Access online share trading