Four ways North Interactive can transform your client reviews

A better way for client reviews is here.

Alongside one of the strongest platform integrated ROA capabilities, and innovative features like North’s risk profiles, we’ve now introduced an all-new interactive client review tool. And it’s making a real difference for advisers.

“ I can get through everything I need to in the client review in 90 seconds if I need to. I’ll have answered every question that they need. That’s the absolute proximity. You don’t want to have to go walk through cranes worth of paperwork to try to get to the point of it.”

– Adam Renouf,  Managing Director and Senior Financial Advisor at Renouf & Partners.

Here are four powerful ways North Interactive can take your reviews to the next level.​

1. Free up practice time and resources with consolidated multi-account reporting​

Advisers now have the option to merge data across a group of accounts (showing the full picture), show accounts individually or a combination of both in a single report. This can be a big time saver.

Additionally, the new interactive review allows advisers to create and name their own groups, selecting one or more of the clients open or previously closed accounts. But that’s only one part of the many new customisation options.

2. Tell your clients a personalised story, in the format that suits best​

Advisers can now create a more tailored review experience with ease, that truly showcases the value of their advice. Here are a few of the capabilities:

• Digital Presentation mode – Bring your advice to life as you present to your client with a slick digital presentation which incorporates stunning visuals.
• Choose your preferred output– Email the client a PDF copy, with all your customisation incorporated, or store a soft copy in the client’s statements and correspondence section. Alternatively extract specific content from the Word output and modify as required.
• Customise settings – Mirror the preferred flow of a client conversation by changing the order of content, removing sections all together or customising settings before generating your review report or presenting in digital interactive mode.
• Include your own commentary and file notes – Add colour and tailor information to client advice goals with your own commentary.

3. Make it your own by adding your practice brand

North Interactive’s digital presentation mode and exportable reports can be branded for practices.

Advisers may choose to remove the North logo, and instead add their own practice logo and look.

4. Stunning new digital charts to visualise the value of your advice

Our new digital charts allow advisers to better showcase:

• Value over time – Visually represent your client balance history since joining North net of any account transfers and customise the period you prefer.
• Summary of movements – View a simple summary of key changes including money in, money out and investment performance across all or selected accounts.
• Account performance - Easily compare your client’s performance using our new charting tool to compare against benchmark indices or any  investment  available on North’s vast Investment menu.
• Investment performance -  Drill down into an individual investment holdings performance and view income versus growth from market movements to find out how it impacts your client's overall outcomes.
• Asset allocation & risk profile - Try our new asset allocation charts and view how your client sits compared to their target risk profile ranges.

Each of these are available in a consolidated format which merges all accounts in a single view, by individual account or a combination of both.

So there are multiple ways North Interactive will transform client review experiences. And there’s plans for more to come still.

For more information on how North Interactive could change the game for you, contact us or chat to your BDM.