Advisers

Advisers - MoneyOne

Improve your back office with MoneyOne®


MoneyOne® is a financial planning and web access tool for advisers.
Sophisticated and efficient, it streamlines back office administration and provides a secure website with easy-to-retrieve product, investment and transaction information.

It is a powerful combination of office software and web portal, comprising MoneyOne® Office and MoneyOne® Online.

MoneyOne® Office key features

  • Efficient document management whereby documents can be associated with clients and shared electronically throughout the office
  • A daily update on outstanding follow up items from Oasis
  • Easy generation of FSR-compliant statements of advice and records of advice
  • A segmented client database and individual fact finder
  • 24/7 access to reports, automated reviews and mail-outs, including the investment portfolio review, member statements, consolidated net wealth reports, and a batch reporting facility to download various Oasis reports for multiple clients
  • Electronic transactions for switches and rebalances
  • Easy to implement model portfolios
  • Access to direct shares service.


MoneyOne® Online key features

  • Latest application forms, product disclosure statements, independent research documents and other product-related documentation
  • Access to reporting on clients’ funds under management
  • Access to reporting on a client's direct shares and cash management trust details
  • Access to reporting on clients’ tax position – providing a transparent view on the tax collection process
  • Online reports and forms
  • Access to follow up systems to interact with Oasis
  • Access to the same screens that clients view – allowing faster issue resolution.

Quick find

MoneyOne® key features
Fund manager ranking
Oasis Asset webiste

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