New Service for AMA members

The Australian Medical Association (AMA) has partnered with Sherlock Consulting and OneVue to offer the AMA’s 26,000 strong membership a unique service called ‘WealthDirect’ - OneVue’s first intermediated consumer reporting platform.

OneVue’s intermediated consumer reporting platform provides AMA members with the opportunity to have wholesale managed funds, direct shares and separately managed accounts (SMAs) all on the one platform.  It will provide record keeping and reporting efficiencies while reducing investment administration fees for members.

Sherlock Consulting Director Matthew Sherlock said that by using WealthDirect, AMA members will have access to real-time broking and online integration with SMAs and wholesale managed funds, as well as online access to fully consolidated reporting via the WealthDirect website.

Mr Sherlock said that another unique feature of the OneVue platform would provide AMA members with free, 24/7 access to a powerful web-based lifestyle budgeting and planning tool called ‘WealthVue’. This feature would assist AMA members to better understand their wealth position and, at the same time, enable them to make more informed decisions about their financial needs and subsequent financial strategies.

“We’ve built a professional business relationship with the AMA which included identifying appropriate providers that deliver online investment opportunities to AMA members,” Mr Sherlock said.

AMA Secretary General Francis Sullivan said ‘“the investment needs of AMA members are well catered for in an innovative and user friendly way with WealthDirect.”

OneVue Chief Executive Connie McKeage said OneVue was pleased to have its innovative platform selected to provide the reporting components and interactive modelling features for WealthDirect.  Ms McKeage said it was testament to the AMA’s desire to ensure that the best web-based investment services were available to its members .

For further information on WeathDirect contact:

Renee Heins                                                               Matthew Sherlock
Commercial Relationships Manager                    Director  
Australian Medical Association                     Sherlock Consulting                 
1300 133 655                                                            02 9431 7000

www.sherlockgroup.com.au