Advisers

Advisers - MoneyOne

Secure website service


MoneyOne® Online provides branded website services for advisers. The sites can be branded with product logos and images and can be integrated with your dealer's website for easy retrieval of product, investment and transaction information.

MoneyOne® Online also provides online form processing and is strategically positioned to facilitate future online transaction processing.


Key Features

Reporting

  • View clients’ funds under management, investment holdings and automated management selections, transactions and comprehensive personal and account information
  • Comprehensive and flexible investor reporting, including account balances, investments and performance, member statements and consolidated net wealth reports
  • Detailed reporting on clients’ tax position – providing a transparent view on the tax collection process
  • Batch reporting facility to generate multiple reports for multiple clients
  • Integrated reporting on a client's direct shares and cash management trust details
  • Access adviser level reporting, including concessional/non concessional contributions and revenue reporting
  • User report builder enables data mining and custom reports, or schedule reports for regular data

Transacting

  • Account setup for new investors and managing existing accounts
  • True STP electronic transactions for switches and investment management, including bulk switching
  • Access online share trading service
  • Investor account maintenance
  • Support staff access to view, report and prepare instructions
  • Easy to create and manage model portfolios, with simple rebalancing processes
  • Create Group Insurance quotes and pre-populated forms

Information

  • Download the latest offer documents, forms, independent research documents and other product-related documentation
  • Access platform news & updates, user guides and marketing material
  • Active work items and follow up systems, enable tracking, quick and easy provision of query responses, forms and information between you and the platform
  • Efficient document management providing access to historical transactions and forms, correspondence and statements
  • Access to the same screens that clients view allowing you to answer any questions your clients may have regarding information they may be viewing