What's new on North Online
Built to keep advice moving
3 minutes
New enhancements across North will help you and your teams to manage client accounts and complete everyday tasks with greater confidence.
These updates improve usability, streamline key processes and give you more control when using North.
Here’s what’s changed, and how it can help you in your day-to-day work.
North Interactive Wealth Portal
We’ve enhanced the North Interactive Wealth Portal to help you access more complete data, improve projection accuracy and support more informed client conversations.
What’s new for you
- You can now search for and add SMSFs, companies and trusts North accounts directly into wealth data, alongside individual accounts
- The investment accounts asset category now flows through to the Wealth Projection Tool and is included in wealth calculations
- The contributions view and export function has been enhanced with a new default time period, ‘Last 5 FY plus Current FY’, providing a more complete and up-to-date view.
These enhancements reduce manual effort and provide a clearer, more complete view of your clients’ financial position. You can bring more account types together in one place, improve visibility of ownership structures and generate more accurate wealth projections.
Recasting: improved visibility and control
We’ve improved the recasting experience to give you greater control upfront, reduce manual data entry and minimise follow-ups - helping you complete transfers faster and with confidence.
When recasting from a source pension, you can now review and edit the new pension account details before submitting.
Pension account visibility at a glance
You can now quickly identify Non-commutable Allocated Pension, Term Allocated Pension and Death Benefit Income Stream (DBIS) account types, without contacting the North Service Centre - helping you work more efficiently and make decisions with confidence.
Uploading documents: faster and simpler
We’ve simplified how you upload documents in North. You can now drag and drop files in Nominated Beneficiaries and Activities > Upload Forms.
Previously, uploading required multiple clicks. The new experience helps you save time when managing documentation.
See what else is new on North here!
We’ll continue to evolve North to better support Advisers and their clients, with a focus on making the platform simpler, more intuitive and easier to use, in line with North’s commitment to improving Adviser efficiency and client outcomes.
Need support?
Reach out to your Business Development Manager (BDM) or North Training Consultant (NTC) for a walkthrough or refer to supporting materials available on North.
Important information
® North and MyNorth are trademarks registered to NMMT.
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.
This article is for professional adviser use only and mustn’t be distributed to or made available to retail clients. It contains general advice only and doesn’t consider a person’s personal goals, financial situation or needs. A person should consider whether this information is appropriate for them before making any decisions. It’s important a person considers their circumstances and reads the relevant product disclosure statement and/or investor directed portfolio services guide, available from NMMT at northonline.com.au or by calling 1800 667 841, before deciding what’s right for them. You can read the NMMT Financial Services Guide online for more information, including the fees and benefits that AMP companies and their representatives may receive in relation to products and services provided. You can also ask us for a hard copy.
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The performance results in this article are hypothetical back test results for a model portfolio. They do not reflect the performance of actual investments. The back-tested results were achieved by means of the retroactive application of a model that was designed with the benefit of hindsight. This cannot reflect all of the complexities of actual investing and there are many material factors that would have affected actual results, including those relating to the markets in general, the impact of fees and expenses, liquidity activity and other factors, any or all of which may have adversely affected actual performance.
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