#1 Most improved platform 2023*
We strive for continual improvement.
North is committed to investing in improvements that help advisers and their clients. It’s not about us, it’s about you and ensuring you have the support to run your business, your way.
To learn about our recent innovations and updates, please read below.
November 2024
CONSOLIDATE REPORTING ACROSS CLIENTS WITH NORTH INTERACTIVE
North Interactive now enables consolidated reporting across multiple client accounts. So whether you have an upcoming review with a couple, or a client involved in multiple entities (like a trust or SMSF) you’ll be able to customise a compelling presentation for them with ease.
ALSO NEWLY IMPROVED: ACTIVITY MANAGEMENT AND SWITCH FEE CALCULATOR
On activity management you can now:
- See real-time updates at each step in a workflow
- Instantly see which items require attention
- Download a transcript of notes history
Plus you can also get more accurate fee estimates for switch.
September 2024
CLIENTS CAN NOW SHARE ACCOUNT INFORMATION SECURELY THROUGH NORTH
Some clients need to view the information of more than one account. They might have their own personal accounts and ownership of other accounts like a company, trust or SMSF, that requires them to use different logins, or want to share account information with a trusted person, like a spouse, partner, or another family member. 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.
June 2024
RECONTRIBUTIONS REINVENTED WITH OUR NEW NORTH WIZARD
Providing same-day, on-platform recontributions, all in one workflow.
- Transfer from super or pension to IDPS and back to super in one workflow
- Generate all forms and applications in a single wizard
- Stay on-platform and avoid buy/sell costs with no need to cash out and reinvest
- Keep track of recontributions with new activity type
- Enjoy certainty with same-day transfer.
You can find the new Recontribution wizard within the Client Account transfer menu.
April 2024
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.
Feb 2024
NORTH'S LATEST SWITCH ENHANCEMENT: A BETTER WAY TO REWEIGHT CLIENT PORTFOLIOS
We’ve been continually improving North’s switch capabilities. Powerful scenario modelling, ultimate flexibility and reduced admin burden are a few of the benefits we’re delivering for our advisers via an all-encompassing tool. Our latest enhancement supports faster and easier switching of investments by allowing instructions to be entered as target weights. Additionally, we now provide an estimated completion date for each trade.
Dec 2023
RISK PROFILES ON NORTH. A BETTER WAY FOR CLIENT REVIEWS
Whether it’s a client review, switch or ROA, you need an efficient platform that reduces admin and frees you up to add value. That’s why we’ve rolled out risk profiles on North so you can check your asset allocations on the platform without needing to fiddle around with external tools.
Nov 2023
DIGITAL CONSENT ON NORTH. A BETTER WAY FOR CLIENT CONSENT
At North we believe saying yes should be easy. That’s why we offer digital consent for advice fees and bank details to give you an even smoother experience.
Secure and traceable, it means less time on admin and more time with clients. So switch to digital consent on North today and see for yourself.
Sep 2023
FOUR PLATFORM IMPROVEMENTS WE DELIVERED FOR YOU IN SEPTEMBER
You’ve spoken and we’ve listened.
Here are four powerful updates to the continually evolving North platform to help take your advice to the next level.
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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 personal objectives, financial situation or needs, and you should consider whether this information is appropriate for you before making any decisions. It’s important you consider your circumstances and read the relevant product disclosure statement and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for you.
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.
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All information on this website is subject to change without notice.
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* Investment Trends 2023 Benchmarking Report