Clarity where it counts to keep advice moving
Delivering a clearer view of client wealth and more meaningful advice conversations
3 minutes
At North, we’re focused on removing friction and supporting advice businesses to grow. That means continually improving the digital experience - making it easier to implement advice, manage transactions and have better conversations withclients.
From Monday, 8 June, we’re introducing a new set of enhancements across North, designed to streamline everyday tasks and give advisers greater clarity and confidence.
What’s new?
North Interactive Wealth Portal enhancements
We’ve introduced a range of enhancements to the North Interactive Wealth Portal - bringing key information together, improving usability and making it easier to support broader advice conversations during client meetings.
A clearer view of wealth at a glance
You’ll now have a more complete and connected view of your client’s broader financial position, alongside their North investments.
- North super, pension and IDPS accounts are pre‑populated into the Whole of Wealth dashboard - reducing data entry
- New combined views for Assets & Liabilities and Income & Expenses provide clear summaries of net wealth and net income
- Drill down to item-level detail when needed
- Home and investment property loans can now be directly linked to their corresponding assets
Why it matters:
A more connected view of wealth helps you quickly understand your client’s position - supporting more informed, efficient and confident advice conversations.
Wealth Summary - your new starting point
A new Wealth Summary tab is now the default view in the Wealth section. It brings together key information into a single, high-level snapshot, including:
- Net worth
- Net assets
- Net income
- Client goals
Why it matters:
This gives you a clear, structured way to frame client discussions - starting with the big picture before moving into detail.
Goals aligned to client priorities
Goals are now more intuitive and aligned to what matters most to your client.
- Each goal includes a priority indicator
- Goals can be easily reordered to reflect client preferences.
Why it matters:
This helps ensure your advice conversations reflect your client’s priorities - making discussions more relevant and personalised.
Extending the conversation in Client Reviews
You can now include two optional sections directly in Client Review reports:
- Wealth Summary
- North Snapshot.
These additions help present a broader view of your client’s financial position - not just platform investments.
As you prepare for upcoming client meetings, you may wish to:
- Use the Wealth Summary to frame the overall conversation before diving into detail
- Reorder goals to reflect your client’s current priorities
- Include the Wealth Summary and North Snapshot to support more complete discussions.
Why it matters:
These enhancements help you move beyond product-level conversations - supporting more holistic, client-focused advice.
Data feed improvements
We’ve enhanced our data feeds to provide clearer and more detailed information for your day-to-day work.
- Investment holdings now display balances to six decimal places
- Term deposits are listed separately with full details, including:
- Interest rate
- Dates
- Term.
Why it matters:
Improved data visibility supports more efficient reconciliation and more accurate account reviews - helping reduce manual effort and increase confidence in your data.
Designed to keep advice moving
These enhancements are part of our ongoing commitment to making North easier to use - helping you reduce admin, improve transparency and deliver better outcomes for your clients.
We’ll continue to evolve the platform, with more enhancements to come.
Need support?
If you need a walkthrough, reach out to your Business Development Manager or North Training Consultant. You can also explore other recent platform updates on the Platform Enhancements page.
Discover what’s new on North
Stay ahead of the curve - 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.
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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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