provider has launched its new adviser platform it says meets the need of both advised and non-advised clients.
OneVue has launched its Luminous platform, which it says will help advisers serve all clients, including those who come in and out of seeking advice.
“We know the advice industry will be delighted with LUMINOUS because it’s built to take more pressure off advisers in the back office and reduce paperwork so that advisers are freed to spend more time with clients. The foundation for LUMINOUS was laid by partnering with News Corps Eureka Report digital solution brightday. Brightday is now a finalist in this year’s SuperRatings awards in the best new product category,” OneVue CEO Connie Mckeage said.
The platform allows adivsers to look at individuals and family groups, a function the company said would help advisers focusing on estate planning. It also features real-time CGT data, daily individual SMSF balance data, a term deposit hub and free research tools.
“Luminous is a revolution as it has been designed from scratch to allow advisers to engage more with clients. Our industry can now capitalise on the needs and speeds of the digital investor whether that be via an adviser or direct,” Mckeage said.