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Showing 241 - 250 of 259 results for "OneVue"

Purvis attracts SMA mandate with new venture

MICHAEL HOBBS  |  THURSDAY, 13 MAY 2010
... firm provides expertise to financial planners using implemented portfolios on separately managed account (SMA) platforms. OneVue selected Proactive Portfolios as the manager of its three additional portfolios, which will soon be available on the OneVue ...

Yellow Brick Road selects OneVue managed accounts

MICHELLE BALTAZAR  |  MONDAY, 10 MAY 2010
... the self managed super funds (SMSFs) market by providing "advice on tap", signing a deal with managed account provider OneVue to help differentiate YBR from its rivals. Under the deal, Yellow Brick Road would be offering so-called universal managed accounts ...

OneVue and BGL to white label UMA

MICHAEL HOBBS  |  TUESDAY, 13 APR 2010
OneVue and BGL Corporate Solutions have teamed up to develop a unified managed account (UMA) for Australian Financial Services Group (AFS) advisers. Both companies plan to white label the product to other financial advice dealer groups. The service ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... the platform can support super fund structures such as SMSFs, according to the proposal paper. The concept is not new. OneVue, Powerwrap, Centric Wealth and AMP are among the firms that already offer or provide these services. Praemium and SS&C are also ...

OneVue becomes independent

RUTH LIEW  |  THURSDAY, 3 DEC 2009
OneVue is now 100 per cent independently owned after buying more than 60 per cent of its interest back from Direct Portfolio Group Limited. The interest was acquired by Pentafin Wealth Systems, which is part of OneVue group. As a result, OneVue's link ...

OneVue adds DNR

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
OneVue has added five Dalton Nicol Reid MAx, Managed Account Xertus, portfolio mandates to its managed account. Dalton Nicol Reid provides financial advisers with monthly mandate updates, detailed audio updates and stock change advice. Charles Cornish ...

OneVue buys 50pc of WealthCraft

RUTH LIEW  |  THURSDAY, 17 SEP 2009
Homegrown tech firm OneVue casts its net overseas after wrapping up a deal to buy 50 per cent of Hong Kong-based wealth management platform provider, WealthCraft. The two organisations worked together to launch WealthCraft Pension Administration Service ...

OneVue introduces portfolio blocking

RUTH LIEW  |  TUESDAY, 18 AUG 2009
Separately managed account provider OneVue has unveilled a new portfolio blocking service to its SMAs to protect the intellectual property of fund managers. Brett Marsh, head of transition strategy at OneVue, said the protection of intellectual property ...

BGL signs on to OneVue SMA

COMPANY RELEASE  |  MONDAY, 13 JUL 2009
More than 250,000 SMSFs can now more easily access SMAs after OneVue scored a major deal with BGL Financial Services. The white-labelled product will be known as SMSF Invest, and will be distributed by SMSF software provider BGL Corporate Solutions. ...

OneVue partners with Super Concepts

COMPANY RELEASE  |  TUESDAY, 24 MAR 2009
OneVue has teamed up with self managed super fund (SMSF) specialist, Super Concepts to provide an integrated SMSF administration service that allows advisers to easily meet compliance requirements and invest in a range of different assets. Brett Marsh ...