OneWealth

OneWealth is an enterprise software solution that integrates with core investment and custodian systems to effectively manage financials, assets, employees SBR and regulatory reporting requirements.

Gain insight into budgets, forecasts and organisational performance and make better business decisions with a single source of truth. Reap the benefits of a flexible solution that integrates with a wide range of front-end customer and investment systems.

Enterprise vision

Experience the power of a single, integrated enterprise solution built on a single modern platform with a consistent look and feel.

• Developed in collaboration with leading superannuation and wealth management organisations
• Built-in business processes and advanced implementation methodologies
• Improves delivery timeframes, reduces costs and minimises risks
• No need to employ expensive consultants, or spend time mapping enterprise architecture or developing business processes

OneWealth enables you to...

Support acquisitions with multi-entity reporting across branches and divisions	Increase transparency and cost savings by devolving budgeting to business unit owners	Remove dependency on spreadsheets for critical regulatory reporting
Provide strong financial management with a solution specifically designed for purpose	Proactively manage your organisation's investment portfolio and perform margin analysis for optimum return	Comply with SBR requirements and generate an XML file for the exchanging of information

OneWealth solution map