A new dawn for client reviews is here
North Interactive has been described as the “best review tool in the market”* and is changing the game for practices across Australia
*Quote from Adam Renouf, Managing Director at Renouf & Partners
Intuitive. Customisable. Interactive.
With stunning visuals and the ability to consolidate reporting across multiple clients, North Interactive can save you time and enable powerful client conversations.
North Interactive can help you...
Simplify preparation and administration of client reporting with intuitive technology.
Create tailored interactive presentations that simplify complex information and show real-time data.
Tell the story of the advice you’ve implemented through a personalised presentation, and provide clients with a take-home report.
An adviser-driven AI tool takes the sweat out of file note creation
North Interactive is continuing to advance the review game in new ways and now offers an innovative AI feature that transcribes client review meetings and creates structured file notes.
“North’s AI FileNote is a game-changer for improving client relationships and efficiency.” Angela Pidd, Financial Adviser at Garden Wealth Group
Choose a live presentation or a convenient export
You can show real-time insights and bring data to life through an interactive presentation. And you can also generate reports in PDF or Word format for easy integration with other financial tools. The Word doc export also means it's super easy to modify content offline.
Create a comprehensive overview of family wealth
Consolidate data across multiple clients and accounts with a few clicks. You can show the accounts individually in the same report, as a consolidated group, or a combination of both.
Ready to take your client reviews to the next level?
What advisers are saying
Jesse Romeo, Financial Planner, Aspire Planning Group
Malcolm Davis, Principal at Aspire2Wealth
Noel Lang, Financial Adviser, Finlinx Wealth
Features at a glance
Frequently asked questions
How is North Interactive different to other reporting tools?
Alongside enabling you to create customised presentations to engage your clients, North Interactive includes a number of innovative features. You can save time with an AI-powered FileNote generator plus the ability to consolidate and merge data across multiple clients to provide an overview of family wealth. It’s also easy to tailor content and add your own commentary and branding to tell the story you want to tell with your clients.
How do I turn on North Interactive?
North Interactive can be accessed through North’s client reporting.
Ready to take the next step?
Schedule a demo
Complete our form and one of our team will be in contact to organise a demo
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Important information
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