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.”
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