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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