Advisers online

Advisers online - 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.


Features and benefits
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.

  • Download the latest application forms, product disclosure statements, information memorandums and other product related documentation.
  • View your funds under management for each employer and investor.
  • View your investors' direct shares and CMT amounts. Details for these accounts are provided by affiliates including CommSec and Macquarie Bank.
  • Generate the following reports for a specific date range:
  • Investment portfolio review
  • Net wealth position
  • Member statement
  • Provide your clients with up-to-date information on their accounts at any given time.
  • The online follow-up system provides an efficient method to assist you to follow-up your clients' queries.
  • Generate the following online forms for your clients:
  • Switch form
  • Additional investment form
  • Withdrawal form
  • Update and maintain your clients' external assets and liabilities.
  • Access the same screens your clients' view when they log in. This feature allows you to answer any questions your clients may have regarding information they may be viewing.



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