North RoA Enhancements: Faster, Smarter, Simpler
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.
3 minutes
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!
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North and MyNorth are trademarks registered to NMMT.
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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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