#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.
March 2025
NORTH INTERACTIVE TAKES THE SWEAT OUT OF FILE NOTES
The latest enhancement to North Interactive is an innovative AI feature that transcribes client review meetings and creates structured, editable file notes.
And this feature is not just like any AI tool. It's been specifically built for adviser file notes and the needs of North users.
"While other AI tools might offer general note-taking capabilities, North's tool understands the nuances of typical client review meetings and financial terminology which gives it a distinct advantage over more generic AI solutions."- Angela Pidd, Financial Adviser at Garden Wealth Group
As always, the security of your and your clients' information is critical. North does not retain nor have access to the data associated with the file note creation at any stage of the process.
For more information please refer to the How to guide available on North > Support > Training resources > How to use the North AI FileNote assistant
February 2025
IMPROVEMENTS TO NORTH INTERACTIVE, ACTIVITY MANAGEMENT + MORE
The latest of our continual improvements span across four of your most valued features.
North Interactive: you can now view your clients’ nominated beneficiaries and reversionaries as well as insurance policies under the new ‘Account details’ section.
Activity management: respond to our requests for extra information directly via North using our new ‘Upload Document’ feature in Activity management. This saves you from sending us emails, making it faster, more secure and easier to track.
ROA template: once a switch has been submitted, a copy of the ROA will be automatically stored against the switch activity for you to easily access and download from Switch activity details > Documents section. Plus minor formatting changes to asset allocation tables in the ROA offer improved editability.
Recontributions: we’ve simplified the submission process with application form upload now only necessary when advice fees have been applied.
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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* Investment Trends 2023 Benchmarking Report
The views and opinions of the adviser on this page are theirs and may not represent or depict your experience. It is not a guarantee, promise or reflection of other user's experiences. The adviser has not been paid to provide their view or opinions on this page.