MoneyOne® Office ADVISER EDITION
Free software for Advisers

Conceived as a result of feedback from business partners and their Advisers, MoneyOne® Office Adviser Edition is an enhanced web access tool that interfaces with Oasis' platform to provide efficiencies in back office administration.

MoneyOne® Office Adviser Edition extends current workflow efficiencies from the initial client meeting, through to the lodging of business into superannuation and investment products, and the client review process. MoneyOne® Office Adviser Edition is designed to assist back office staff through the use of online processing windows, letter generation, data management, and reporting on data processing and service standards. This system is constantly being improved to maintain and enhance scalability in all areas of our operation as we grow.

>FEATURES AND BENEFITS

PLANNING

1-2-3 Switch
A simple three step process has been introduced to assist in the population of all necessary paper work to contribute additional funds and/or switch investments for your existing clients.

Investment Management
As part of the introduction of the Investment Management System (IMS) you can now manage your clients' accounts in more detail. MoneyOne® Office Adviser Edition makes this process simple through the introduction of the Investment Management section in the Planning process. Through this new section you can alter the way your clients’ accounts are managed.

Shares in Super
In addition to the wide range of managed funds that are already offered as part of the Superannuation and Pension products, investors now have the ability to invest directly in the ASX Top 100 shares through the Investment Allocation screen. This process is similar to investing in a managed fund.

Pre-Populate New Application Forms
MoneyOne Office Adviser Edition pre-populates the new application forms which contain the flexibility available through the Investment Management System and Shares in Super options.

INVESTOR MANAGEMENT

The current version of MoneyOne® Office Adviser Edition enables you to view and manage an Investor's Investment Management options including:

Ongoing Investment Instructions

Direct Debit Request Investment Instructions

Income Distribution Options

Cash Account Top Up Instructions

Investment Rebalancing Options

BATCH REPORTING

Local Reports
The Batch Letter Facility has been enhanced with Local Reports that significantly reduce the time taken to produce custom reports for your client base.

SETUP