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MoneyOne solutions - Oasis

MoneyOne® solutions



MoneyOne® is a sophisticated financial planning and web access tool for advisers.

MoneyOne® enables advisers to build a more efficient practice by:

  • creating efficient practice processes and thereby decreasing costs and increasing profits
  • improving accuracy and minimising errors
  • delivering a more consistent client service offering.

 

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  • About MoneyOne
     

    Oasis' core front end e-commerce solution

  • What is a wrap?
     

    Read about the difference between a wrap and a master trust.

  • Insurance solutions
     

    You can apply for both Group Insurance and/or OneCare Insurance, allowing you to tailor the type and amount of cover to your clients' particular needs.

  • Tax collection
     

    Read about our unique tax collection framework.