Oasis Asset Management reaffirms partnership with Matrix Planning Solutions
Oasis Asset Management, one of Australia’s fast growing financial services platforms, has re-affirmed its partnership with Matrix Planning Solutions, signing a five-year contract with the financial services group, as a result of a competitive tender process.
Matrix will continue to use the Oasis platform to offer its superannuation master trust and investment portfolio service to the retail market.
According to Oasis Asset Management, the contract renewal was a reaffirmation of a long-standing relationship that originated in 2001 when Matrix commenced using the Oasis platform.
The re-signed agreement consolidates the strategic partnership between Oasis and Matrix over the past six years. They are looking forward to working closely with Matrix over the next five years to continue to develop and deliver quality solutions to financial planners and their clients. It is a true partnership.
According to Matrix Planning Solutions, the decision to renew the partnership was based on a positive relationship history with Oasis and a strong support for the future direction of the business.
Since establishing the Matrix brand on the Oasis platform they have been able to deliver a quality offering to its advisers and its clients and they are confident that Oasis will continue to meet the needs of its advisers as it evolves in the future.
Matrix focuses on aspects of financial planning that differentiate them from other dealer groups and has a particular focus on quality. Oasis has many synergies with its business and the decision to extend its contract is testament to the strength of its partnership and its confidence in Oasis assisting them to achieve its long term growth goals.
24-Aug-2007