Our Products
Solutions for Advisers, Dealers and Investors
The commoditisation of financial services means that only the most efficient businesses will survive. Our emphasis on IT development in this area gives us the leading edge.
ADVISER SOLUTIONS
MoneyOne® Office ADVISER EDITION
Designed to assist Advisers in the day to day tasks of running their business, including the production of pre-populated SoAs and forms, batch reporting and the ability to download research documents.
MoneyOne® Online for Advisers
Designed to assist Advisers by providing access to online information relating to their specific needs. MoneyOne® Online includes the ability to view and print Product Disclosure Statements and other investment brochures; view and print financial status reports relating to clients; update the External Assets and Liabilities Register; and complete online forms.
DEALER SOLUTIONS
MoneyOne® Office SoA and SoAA Integration
Designed to assist Dealers in integrating their Statement of Advice and Statement of Additional Advice templates for use with MoneyOne® Office Adviser Edition. This service is provided free of charge and assists Dealers to ensure that compliant templates are being used by Advisers.
MoneyOne® Online for Dealers
Designed to assist Dealers in providing access to online information relating to their specific needs. MoneyOne® Online includes the ability for Dealers to view Adviser details, view fund performance analyses, and view and print online brochures.
INVESTOR SOLUTIONS
MoneyOne® Online for Investors
Designed to assist Investors in providing them with access to online information relating to their specific needs. It includes the ability to view investment details, view and print reports online and access online brochures.
