Our value proposition
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Our $100 million investment in the platform over the next five years ensures the 'best of breed' functionality and service for dealers wanting to build their own platform, which includes:
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- brand ownership
- industry-leading client services for advisers and their clients
- extensive customisation
- improved tax reporting at a member level
- strong field support from Oasis business development managers
- expertise in large and small-scale transactions
- flexible and competitive fee structure
- unique market position as a specialist providing a vertically-integrated relationship with clients
- e-commerce solutions delivering simple and effective access to client data and transaction capabilities via MoneyOne
- an adviser front-end solution, including financial planning and other client management tools
- a wholesale capped fee structure
- advice on marketing and distribution strategies.
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