Built to keep advice moving
Simplifying key tasks and improving clarity so advice keeps moving forward.
5 minutes
At North, we’re focused on removing friction and supporting advice businesses growth. That means continually improving the digital experience - making it easier to implement advice, manage transactions and have better conversations with clients.
From Monday, 4 May, we’re rolling out a range of enhancements across North Online and the North Mobile app, designed to streamline everyday tasks and give advisers greater clarity and confidence.
What’s New?
Easier advice fee uploads
We’ve introduced an intuitive drag‑and‑drop experience for uploading Advice Fee documents via the Advice Fee menu in North Online.
This enhancement simplifies document handling and reduces manual effort - helping you move faster, with fewer steps.
We’ll continue to extend drag‑and‑drop functionality to additional transactions over time, so stay tuned.
Improved transaction visibility – now on mobile
Following enhancements to transaction history in North Online earlier this year, these improvements are now available in the North Mobile app, giving you clearer visibility wherever you are:
- Employer names displayed – quickly identify the source of contributions
- Detailed employer contribution breakdown – see each contribution type clearly separated for improved transparency
- Clearer rollover tracking – easily track where rollovers have come from and where they’ve been transferred, making it simpler to track your superannuation movements.
North Interactive Wealth Portal – deeper support for advice construction
Since launching the North Interactive Wealth Portal in March, we’ve continued to build on its capability.
The Wealth Projection Tool has been enhanced to support Lifetime advice modelling by enabling advisers to download projection data required for XTools+ in XPLAN, helping ensure advice construction is based on compliant, trusted information.
The XTools Transfer Data report can be accessed directly from the projection output screen via the Download SOA Data button.
Need support?
Reach out to your Business Development Manager (BDM) or North Training
Consultant (NTC) for a walkthrough.
See what else is new on North here!
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.
