Online for dealers

Online for 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.

Features and benefits

  • Download the latest application forms, product disclosure statements, information memorandums and other product-related documentation.
  • Download and view archived commission statements.
  • View funds under management for each adviser.
  • Access a fund performance analysis that allows you to view how all your portfolios have performed against both a market benchmark and CPI.
  • Access the same screens your advisers view when they log in.
  • View MoneyOne® Online site usage statistics for your affiliated advisers.

Quick find

MoneyOne® key features
Fund manager ranking

  • New business
     
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    New business

    We have a clear business strategy that is focused on growth, market leading software technology and positive customer experiences.

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