MoneyOne® Online
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MoneyOne® is the Wrap’s online front-end system, helping you conduct your business efficiently, confidently and with transparency.
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Review Accounts and your business
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- Generate online reports and provide up-to-date account information to clients, from cash transactions through to investment performance
- Run preformatted client reports, for both single and multiple clients.
- Track and respond to outstanding requests in the Oasis workflow system
- Obtain archived reports, member and investor statements as well as other generated documents via the document archive functionality
- Download the latest application forms, product disclosure statements, independent research documents and other product-related documentation
- View your clients’ funds under management and investment holdings
- Calculate your clients’ tax position – providing a transparent view on the tax collection process
- View investor regular facilities
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Transacting
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- Set up new investors and create new account applications
- Perform switching of managed investments, including bulk switching
- Create and maintain model portfolios
- Rebalance your clients' portfolios back to a model portfolio or investment allocation
- Access online share trading
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