Our services
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From product development through to ongoing management and administration, Oasis offers a complete range of customised services for securities dealers, financial advisers and investors, including:
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- Superannuation master trust administration
- Superannuation trustee and IDPS operator services
- Product development and manufacture
- Product disclosure statement design and production
- E-commerce solutions to deliver simple and effective access to client data and transaction capabilities
- An advice front-end solution, including financial planning and other client management tools
- A wholesale capped fee structure
- Advice on marketing and distribution strategies
- The opportunity for dealers and their advisers to develop an equity model for their platform.
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Oasis' core technology product is the adviser software, MoneyOne. Significant investment in this technology over the next five years will deliver leading edge enhancements in platform functionality, tax and online reporting for Oasis clients.
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Our Business Development Managers (BDMs) offer an extensive support program aimed at assisting advisers in recommending their clients to the Oasis platform. The program also ensures that all training requirements are covered to ensure successful and efficient management of their client base post-migration.
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