OneVue adds CARM planning tool to suite
OneVue has added CARM, a planning tool to help accountant and planners prepare a life plan for clients, to its product suite.
OneVue has acquired a copy of the CARM code and exclusive distribution rights within the Asia Pacific region, the company said.
“OneVue will provide support for all of CARM’s existing clients, but the CARM system will be going into lockdown to prepare for a major roll out,” said OneVue’s global chief executive Connie McKeage.
“CARM will be re-released as WealthVue in July and will be offered as both a stand-alone product as well as an integrated UMA solution.”
CARM chief executive Matthew Lock will join the OneVue management team. “We see the market and its future the same way so the cultural alignment was a key factor in ultimately selecting OneVue as our partner,” he said.
“I am confident that WealthVue will very quickly become a significant contributor to OneVue’s overall adviser and accountant proposition.”
Recommended for you
AFCA has confirmed United Global Capital’s membership of the body will not be extended to accept further complaints, avoiding a repeat of the Dixon Advisory scenario.
Three of Australia’s largest financial advice groups have shared their thoughts with Money Management on whether they would include crypto on their approved product lists.
Shadow treasurer Angus Taylor has vowed to introduce a bill to legislate a raft of financial services reforms if the Coalition is elected.
Money Management examines the share price of financial advice licensees over one year to 31 March, with M&A actions in the final quarter having a positive effect for two licensees.
