SEARCH
Platform provider OneVue has announced it has signed white label deals with Queensland-based MGD Wealth, Melbourne-based Prosperum Wealth and a ‘Profit for Member’ organisation.
OneVue executive general manager for wealth management services Matt Lawler said, “OneVue’s focus on developing a contemporary platform and managed account solution is garnering traction in the market, especially after launching the FUND.eXchange initiative late last year.”
“We are proud to have been chosen as partners by MGD Wealth, Prosperum Wealth and a significant ‘Profit for member’ organisation,” he said.
“For these partners, our solution improves practice efficiencies that will include their own managed account model portfolios.”
Prosperum Wealth managing director Scott Brouwer said, “We decided to take a fresh approach when assessing how to deliver effective portfolio solutions for our clients.
“We were fortunate to tap into the expertise of specialist managed account investment solutions group, Watershed Funds Management.
“They helped us navigate the market to select a contemporary platform that would support the complex nature of our investment solutions in a simplistic manner for our advisers and direct clients. We found this partner in OneVue.”
Read more:
Changes ahead in 2017 for custodians
IOOF names new chief investment officer
Senate passes adviser education standards
The restructure of IOOF following its acquisition of MLC will result in a name change to Insignia Financial. ...
Fiducian's funds under management, advice and administration (FUMAA) hit $11 billion as at 30 September. ...
Former CEO of ING Direct Vaughn Richtor will assume the role of chairman at MyState following the retirement of Miles Hampton, the compan...
Get notifications in real-time for staying up to date with content that matters to you.
Read More
