Page 17 - OneVue Annual Report 2015
P. 17

The OneVue Ecosystem

There is a natural synergy between clients in         manufacturers of product to distributors of product
OneVue’s two operating businesses which creates       and vice versa OneVue can demonstrate enhanced
an aligned and highly complementary community         revenue opportunities across both verticals and
coined the OneVue ecosystem.                          foster deeper client relationships. In addition within
                                                      the Platform Services vertical self-directed investors
Platform Services clients distribute investment       may seek advice and advisers and accountants
products to their end clients and Fund Services       deliver advice.
clients manufacture investment products.
The model leverages OneVue’s proprietary              Although each client segment creates valuable
technology across both businesses to create           opportunities for OneVue, it is the interaction
solution driven outcomes for clients. By introducing  between the Fund Services and Platform Services
                                                      businesses that creates OneVue’s unique market
                                                      position. The OneVue team actively looks for
                                                      opportunities to bring clients together who offer
                                                      complementary value-adding services to each
                                                      other whether that be distribution, advice, product
                                                      manufacturing or more recently technology
                                                      sharing.

                                                      As an example, a Fund Services custodian client
                                                      was seeking a solution for a Significant Investor
                                                      Visa client (SIV) and needed a platform with the
                                                      ability to administer both managed funds and
                                                      direct property. OneVue was introduced to the
                                                      investment manager, that manager became a
                                                      client and today over $110 million is held in SIV
                                                      funds on platform on behalf of that investment
                                                      manager. OneVue is now also the Trustee of this
                                                      series of funds.

                                                      ONEVUE ANNUAL REPORT - 17
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