OneVue awarded ‘Best Innovator’ in SMSF Service

From

Lisa McCallum

Listed financial services technology business OneVue has won the ‘Best Innovator’ award in the SMSF Adviser Category for the annual Self-Managed Super Funds Provider Awards announced in Sydney.

The awards recognise outstanding service to the self-managed super fund sector from a survey of over 850 financial advisers and accountants providing SMSF advice conducted by leading financial services research house, CoreData.

OneVue was chosen by advisers and accountants as the most innovative service provider to advisers through the strength of its proprietary platform technology, which provides a single view of all assets and liabilities and delivers market leading integrated tax reporting and administration.

CoreData principal Andrew Inwood said the ‘Innovator’ award recognised the increasing needs of advisers and accountants for a more efficient technology solution to manage SMSF portfolios, which include directly-held assets, such as property.

The research identified OneVue’s recent dashboard upgrade as a key improvement, with enhanced functionality on the OneVue platform, including ability for advisers to review all SMSF member contribution levels for a select period and by reducing the cost for investing in managed funds through the increasingly popular FUND.eXchange Lisa McCallum, EGM, Group Initiatives at OneVue, said platforms needed to continually enhance their flexibility and capability to help SMSF trustees operate reliably.

“As the SMSF industry matures platforms become more important for trustees to manage their compliance and administration needs. Over the last 12 months the momentum has really increased around our managed accounts and managed funds offering including the innovative Fund.eXchange. It is really great to get an increasing amount of
recognition for what we have systematically put in place to improve the adviser and accountant experience. We however are not complacent and will continue to launch a number of new initiatives through 2018,” said Ms McCallum.

OneVue was also recognised as the platform with the most new developments in features and functionality by researcher Investment Trends in their 2016 Platform Competitive Analysis and Benchmarking Report, which compared more than 100 investment platforms in the market.

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