North is excited to announce new partnerships with AdviserLogic, Fin365, Midwinter and BGL, to offer expanded data feed options.
These new data feeds will provide daily updates in in the industry standard v4.3 format, giving you more flexibility in choosing your advice software.
We have also renamed the Financial Planning Downloads tab on North Online to Data Feeds and you are now able to subscribe to multiple data feeds.
What does this mean for you?
- Simplified Access: Easily access financial planning data directly from North Online.
- Enhanced Efficiency: Streamline your workflow and reduce manual data entry.
- Increased Flexibility: Choose the data format that best suits your needs.
How to register
- Simply log into North Online > Financial Planning Downloads to register and request your data files.
- For BGL you can register when creating a client’s SMSF Investment account or for an existing client in Client Details.
Key benefits
- No Additional Cost: Enjoy these new feeds at no extra charge.
- Flexible Access: Retrieve data through North Online or your preferred advice software.
For more information, please contact your Business Development Manager.
Clients can now share account information securely through North
23 September 2024 There are many cases where a client may have more than one account on platform they need to view. Clients can now opt to share visibility of accounts. Once provided they’ll only need one login to see information for their own accounts and other accounts they’ve been given permission to view. Read moreManaged Portfolios investment customisation now live
03 June 2024 We've expanded our customisation options for Managed Portfolio's giving you more flexibility over the assets your clients hold. This new functionality allows you to tailor your client's Managed Portfolio by customising the underlying holdings to account for any specific client preferences. Read moreHow to secure Your Xplan data feed and maintain uninterrupted access
31 May 2024 Data security continues to be an important focus across the financial services industry. North’s financial planning data feeds, include sensitive client information. Together with Xplan, we are improving security by introducing an annual data feed ‘token’ process. Read more
Important information
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform. All of the products above are referred to collectively as MyNorth Products. The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements.
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