At North, we are committed to supporting you in delivering exceptional service and streamlining your client workflows. That’s why we encourage you to take full advantage of the Activity Management feature available in North Online.
Why Use Activity Management in North Online?
Activity Management is designed to help you work smarter and more efficiently by enabling you to:
- Quickly View and Respond to Outstanding Requirements: Instantly see which documents or information are needed for each activity, and respond directly within North Online—saving you time and reducing follow-ups.
- Track All Activities and Correspondence: Every note, document, and message is linked to the relevant activity, making it easy to stay organised and ensure nothing slips through the cracks.
- Collaborate Efficiently: Support staff associated with an adviser can also upload documents or add messages when action is needed, fostering seamless teamwork and faster resolutions.
Make the Most of Document and Information Uploads
Submitting outstanding requirements is now simpler and more secure than ever::
- Easy Uploads: When an activity requires additional information or documents, you can upload up to 10 files (up to 10MB each) directly to the activity in Activity Management.
- Immediate Processing: Once you upload and submit the required documents, the activity is automatically reactivated for our operations team to review—eliminating the need for extra emails or phone calls.
- Effortless Tracking: Once you’ve provided the required documents, the outstanding requirement section disappears—giving you immediate confirmation that your activity is up to date.
- Secure Submissions: Documents uploaded via North Online are protected, ensuring sensitive client information remains confidential and secure.
Need Support?
If you’d like a walkthrough or further assistance with Activity Management, please reach out to your Business Development Manager (BDM) or North Training Consultant (NTC). We’re here to help you make the most of these features.
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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 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.
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All information on this website is subject to change without notice.