Wealth management and superannuation organisations need flexible financial management solutions that can easily adapt to meet changes within the company structure as new regulations are introduced and existing regulations change. Meeting organisation-wide reporting needs imposes a heavy demand on corporate services teams, diverting attention and resources from value-added analytical activities to low value, repetitive and unnecessarily complex reporting tasks. Auditability and fiduciary control are often the victims of processes that are highly manual and distributed across the organisation with no version control or centralised information management.
TechnologyOne's OneWealth solution is built on a strong foundation of best-in-class financial management functionality, simplified external system interfacing options, multi-dimensional reporting and a highly flexible and configurable subsidiary ledger capability. When combined with end-user targeted business intelligence tools, the solution empowers the corporate services team to deliver high quality, auditable, management reporting across the entire organisation, with complete drill-down capability to the lowest level transactions in real-time, through the application itself as well as through MS-Excel spreadsheet. Information is easily collated and published into standard business documents such as MS-Office PowerPoint, MS-Office Word and PDF. Managers can continue to use the tools they are most familiar with, safe in the knowledge that the data is maintained in a robust, secure, single database.
TechnologyOne’s OneWealth solution for wealth management and superannuation companies includes best-in-class financial management, payroll, human resource management, project costing, enterprise budgeting and forecasting, business intelligence, performance planning and report publishing tools. Our solution can be easily tailored by adding or removing modules to tailor the solution for specific business needs.
OneWealth
