Have you or your team experienced North’s innovative Interactive Client Review Tool? North Interactive completely reimagines client reporting—offering a smarter, more dynamic way to prepare and deliver client reviews.
Why advisers love North Interactive:
- No more manual steps or spreadsheets:
Save time with reports that provide a comprehensive overview of family wealth, consolidating figures across multiple clients and accounts. - Smarter, not harder:
Take advantage of the AI file note feature, which transcribes your client review meetings and creates structured, editable file notes—streamlining your documentation process. - Flexibility and control:
North Interactive gives you and your team the flexibility to align with and enhance your existing business processes. - Showcase your advice:
Create and present personalised content in real time, or download customised reports to share with your clients. - Modern, intuitive experience:
Designed with advisers in mind, every step is simpler and more impactful.
Advisers who have transitioned from the old client report to North Interactive are experiencing significant benefits:
“North Interactive has streamlined our workflow by compiling key information in a single, intuitive menu, reducing preparation and navigation time.”
Jesse Romeo, Financial Planner, Aspire Planning Group
What's new?
We’ve listened to your feedback, and to make the transition from the old client report to North Interactive even easier, we’ve introduced:
- Direct access to report settings in North Online:
Adjust report settings directly on the client page, with fewer clicks for a more streamlined experience. - Simplified account selection:
Easily view and select accounts within the settings page—no more extra pop-ups or unnecessary steps. - Faster report generation & retrieval:
Generate a PDF or Word version of your report immediately after setup, so you’re ready for every client conversation.
And there’s more to come— Pension and Benefit details will soon be available in North Interactive!
Don’t let the limitations of the old tool or current business processes hold you back. Experience the future of client reporting with North Interactive today! Learn more about North Interactive.
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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.
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