At North, we’re committed to making your advice process as seamless and efficient as possible. That’s why we’re excited to introduce the latest enhancements to the Record of Advice (RoA) experience on North—designed to save you time, minimise manual work, and help you deliver even greater value to your clients.
What's new?
- Digital Acceptance of Terms of Use
Say goodbye to the manual removal of the terms of use page from every RoA. Now, you only need to accept the terms once—digitally—via North Online. Enjoy less paperwork and a streamlined workflow every time you generate an RoA.
- Automatic Licensee and Practice Details
The RoA Word document now automatically includes your Licensee and, where relevant, Practice details. There’s no need to manually enter or format this information, ensuring every RoA is consistent and compliant. If you notice any incorrect details, please contact your Licensee directly to update your information.
With these enhancements, the RoA process is faster and more intuitive. You’ll spend less time on admin and more time focusing on your clients. Experience the improved RoA workflow today and see the difference for yourself.
“I am really pleased by AMP’s enhanced North RoA offer. We’re using it regularly, and it’s saving over an hour per client and has created tremendous business efficiency. It’s also visually appealing for clients.”
James Collie, Financial Adviser, Collie Wealth Management
For more information or support, please contact your Business Development Manager (BDM) or refer to the ‘How to Switch Investments’ guide on the North training resource page.
Did you know?
See the Bigger Picture: Risk Profiles on North
With North’s integrated risk profiles, you can track asset allocations directly against your client’s risk profile within the platform. The RoA also highlights any variances, helping you align recommendations with your client’s risk tolerance and meet disclosure requirements with ease.
Learn more about risk profiles and how they can enhance your client reviews here.
See what else is new on North here!
North Interactive: A better way for smarter Client reporting
29 October 2025 Have you or your staff tried North’s innovative Interactive client review tool? North Interactive gives the client reporting tool a complete transformation - it’s a whole new way to prepare and deliver client reviews. Read more
Introducing the Elston Income managed portfolio series
27 June 2025 This portfolio series is aimed at delivering targeted investor outcomes, particularly for retirees seeking income generating solutions. Read more
North Expands Managed Portfolio Menu with New Income-Focused Portfolios, Enhancing Adviser Flexibility and Client Choice
27 June 2025 We’re thrilled to announce that the North managed portfolio menu has expanded with the introduction of several new retirement income-focused and fixed-income solutions. Read more
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.
North and MyNorth are trademarks registered to NMMT.
All information on this website is subject to change without notice.