Search Results | Showing 241 - 250 of 257 results for "OneVue" |
| | | 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 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 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 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | 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 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 ... |
| | | | Australian Unity Investments (AUI) and DirectPortfolio adopted OneVue's anti-money laundering (AML) reporting and record keeping service. AML Explorer can be downloaded online and presents the AML legislation in a simple format that allows users to ... |
| | | | ... master trusts and wrap accounts," said Matthew Murphie, managing director of First Prudential Markets. FPWS, along with OneVue Limited, have developed an integrated administration and reporting service for SMAs. Murphie said that this service will allow ... |
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