Solution introduction

Transparent, powerful engagement

The OneVue platform was created to support advisers and accountants in delivering efficient administration and engagement to the best interests of today’s clients. With a comprehensive suite of reports and education content for adviser and client alike, key benefits of the platform include:

  • Unparalleled access to quality investment offerings
  • Highly competitive fees
  • True single view of client wealth
  • Non-aligned ownership with no conflicted interests
  • Comprehensive online product research
  • Compelling education content for CPD and end client use
  • Online FDS reporting and ROA production to maximise efficiency
  • Powerful third party integration including BGL and Class Super

The platform is also fully supported online and by phone to ensure you maximise your face time with clients and minimise your administrative time.

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