OneVue Transfer Agency Solution
OneVue's transfer agency solution provides fund houses and their investors with a single portfolio view, enabling fund houses to:
- Improve operational efficiencies
- Accelerate time to market with new products and
- Enhance their relationship with IFA's and investors
Clients value OneVue's customer focused solution because it can:
- Lower the overall cost of ownership
- Enhance fee and commission ability
- Speed up distribution processing and
- Support overall client/partner management including family groups, advisors and dealer groups
Key Features
- One View of total client relationship
- Multiple pricing, distribution, rebate and reinvestment options
- Configurable product attributes
- Flexible IFA structure(including bulk adviser transfer)
- Comprehensive handling of fees and commissions(rebates,exit fees,up-front,trail commissions,service fees,commission adjustments)
- Regular savings plans, withdrawal plans and pension plans
- Extensive standard reports and interfaces to nominees,custodians and fund houses
Enhance your client partner experience
- Fund houses retain control over their product
- Investors and IFA's receive one view of business and investments
- Greater visibility and transparency – fund houses can see who is writing the business
- Consolidated client views which are likely to reduce calls to call centers
- IFA's know how much commission they are being paid and how much they are paying
- Fund products work seamlessly with adviser systems(AWB),enabling them to download into Excel and CSV format or print PDF reports
- The real power of the solution however rests in its integration with workflow, messaging and communications services