Powered by MOMENTUM MEDIA
moneymanagement logo
 
 

New OneVue platform caters to SMSF investors

SMSFs/financial-services-group/chief-executive/

26 March 2012
| By Staff |
image
image image
expand image

OneVue has announced the launch of a consumer platform designed for members of the financial services group MAP that caters to self-directed investors.

MAP chief executive Jenni Erbel said OneVue would provide MAP’s members, who are predominantly medical professionals, with an “end-to-end solution” for SMSFs.

“With more of our members engaging in self-directed investing and establishing SMSFs, we want to ensure we move with the times, stay relevant and have a platform offering that can cater to those who want that extra independence,” said Erbel.

OneVue is looking to extend its distribution through intermediaries such as MAP, said OneVue chief executive Connie Mckeage.

“We also recognise that there is a growing market for limited advice and self-directed investors who want to do it themselves and seek advice only when necessary,” Mckeage said.

Erbel added that the OneVue platform would also cater for “term deposit functions and daily research regarding shares and managed funds”.

“Other features of the platform will include access to real-time broking, consolidated reporting across all assets and liabilities via a private label website, and free access to a web-based budgeting and planning tool called WealthVue,” Erbel said.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 3 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 3 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 4 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 3 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
74.26 3 y p.a(%)
3