North Activity Management updates
North is committed to providing you with the tools and information you need to effectively manage your clients' investments. We're adding enhancements to transparency around estimated trade completions times when managed funds are involved.
What’s changing?
A new notification banner will appear within the activity status screen during times when managed funds are exhibiting high variability in trade completion times.
This message will flag situations where the variability could potentially impact the accuracy of the Expected Completion Date (ECD), allowing you to be proactive and inform clients about potential slowdowns.
Streamlined Rebalancing with Switch "Reweight Portfolio (%)" mode
We're also making improvements to the "Reweight portfolio (%)" method within North's switch investment functionality. These changes are designed to make it easier and more efficient for you to manage your clients' investments.
What’s changing?
Switches with Pending Transactions: When performing a Reweight, new hover text shows "Available" balance and "minimum proposed %" for any investments with a pending sale. Helping you to enter appropriate target % for these investments.
For more information, speak with 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 more
Managed 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 more
How 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.
You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.
North and MyNorth are trademarks registered to NMMT.
All information on this website is subject to change without notice.