Dealers

Dealers - MoneyOne

MoneyOne® Online for dealers


MoneyOne® Online provides a personalised website for each dealer group. The sites are branded with product logos and images and can be integrated with an existing website for easy retrieval of product, investment and transactions information. MoneyOne® Online also provides online form processing and is strategically positioned to facilitate future online transaction processing.

Key Features

Reporting

  • View advisers funds under management
  • Retrieve current and historical dealer remuneration reports
  • Easy to create and manage model portfolios for your adviser network
  • User report builder enables data mining and custom reports, or schedule reports for regular data
  • Access to the same screens that Advisers making most adviser functionality and information available to the dealer
  • 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

Information