We are large enough to provide the solutions your clients want and small enough to know you by your name, not your rep number.
Business Support
Building, growing and maintaining a business isn’t easy. In addition to partnering with you to hit the ground running, we’re dedicated to helping you flourish. From training to robust wholesaling support, the OneAmerica Securities, Inc. (OAS) team offers a comprehensive range of resources to choose from as you build your business. And when it comes to the sales and support cycles that are critical to your success, we offer personal and reliable service in every interaction, from our comprehensive home office field sales support team.
Carrier Agreements
- 100+ mutual fund families
- 30+ 529 plans
- 11 variable annuity carriers available for new business
- 29 additional variable annuity carrier servicing agreements
- 28 variable universal life and variable life insurance companies
- 22 group variable annuity carriers
- 14 registered investment advisor alliances
- Alternative investment offerings
Technology Solutions through OneAmerica Securities, Inc.
| Technology Product | Description |
|---|---|
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Docupace is the business submission and management system that eliminates the need for maintaining paper files. Security Business is submitted through Docupace to your Home Office Principal and directly sent to the vendor. |
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NetX360 is Pershing’s robust brokerage platform that OAS utilizes to manage brokerage accounts, manage trades, utilize the extensive market data research tools, and access to client information for their respective accounts. |
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DST Vision Professional offers data aggregation which includes Pershing accounts, rep-branded customer reports and integrated analytics through Advisor Watchguard. |
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RegEd is the regulatory training platform to complete firm and regulatory requirements as an OAS Registered Representative; giving you access to a catalog of courses available to receive continuing education credits. |
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Smarsh is the email hosting and archive system for OAS Registered Representatives. |
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Entreda is your cybersecurity compliance software that monitors computers and mobile devices used for business purposes. Entreda is a “set it and forget it” software program. It gives you the peace of mind that you are following OAS’s Compliance policies and, more importantly, your client information is protected. |
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MyRepChat is a text messaging platform, monitored with SMARSH, to offer a variety of solutions. At its core, it’s a compliant texting feature that you have come to expect. It enables office efficiency through capabilities such as “anywhere access” by one to many team members, with features like messaging to distributions lists, appointment scheduling, smart-device integration and much more. It puts time back in your day for better activities…like growing your business. |
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Proofpoint is a compliance tool for surveillance of your social media programs. |
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AI Insight is the industry’s online go-to resource for alternative investment research, training, and compliance support for OAS. For Series 7 Reps planning to sell alternative investments, this is required training that will need to be completed before submitting business. Once completed, you will have access to the selling agreement list, sponsor information, the OAS attestation and product-specific training modules. |
| OneSource Online | OneSource Online is a OneAmerica website that provides access to commission information, technology, training through our Center of Excellence platform, newsflash items, sales support and more. |
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Marketing Pro is your quick access to prewritten material to market yourself and easily communicate with your clients. Many items are already compliance approved. |