#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.
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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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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* Investment Trends 2023 Benchmarking Report