The power of MoneyOne
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Upon joining Wealthtrac, you will gain access to MoneyOne software, a powerful financial planning and web access tool for advisers.
You will be issued with an adviser code and password enabling you to easily and conveniently manage investments online.
Through MoneyOne, you can securely access a complete assessment of your clients' financial status by accessing date-ranged reports, up-to-date information relating to your account balances and investment details, including:
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- comprehensive earnings reports
- transaction reports
- portfolio review reports
- total asset allocation reports
- batched reports.
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MoneyOne® Office key features
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- Efficient document management whereby documents can be associated with clients and shared electronically throughout the office
- A daily update on outstanding follow up items from Oasis Asset Management
- Easy generation of FSR-compliant statements of advice and records of advice
- A segmented client database and individual fact finder
- 24/7 access to reports, automated reviews and mailouts, including the investment portfolio review, member statements, consolidated net wealth reports, and a batch reporting facility to download various Oasis reports for multiple clients
- Electronic transactions for switches and rebalances
- Easy to implement model portfolios
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MoneyOne® Online key features
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- Latest application forms, product disclosure statements, independent research documents and other product-related documentation
- Access to reporting on clients’ funds under management, direct shares and cash management trust details
- Access to reporting on clients’ tax position – providing a transparent view on the tax collection process
- Online reports and forms
- Online direct share trading capability
- Access to follow up systems to interact with Oasis
- Customised query-based reporting
- Access to the same screens that clients view – allowing faster issue resolution
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For more information, visit the MoneyOne website: www.moneyone.com.au.
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