It’s a common scenario - you’re preparing for a client review with a couple and want to share how they’re doing from an individual and a joint perspective.
And on North, it just got a whole lot easier. North’s innovative client review tool, North Interactive, introduced earlier in 2024, now enables consolidated reporting across multiple client accounts.
Super helpful for creating reporting for couples or family groups. And also for clients involved in multiple entities eg. A company, trust or SMSF.
You can get multiple clients and accounts as a combined aggregate, individually, or both views in the same report- the choice is yours.
It’s a new dawn for client reviews.
North Interactive has been described as the “best review tool in the market”* and is changing the client review game for practices across Australia.
Here are just four reasons to love North Interactive
1. Save time by consolidating across accounts and clients
“North Interactive has streamlined our workflow by compiling key information in a single, intuitive menu, reducing preparation and navigation time”
- Jesse Romeo, Financial Planner at Aspire Planning Group
Practices have been benefiting from the option to merge data across a group of accounts, show accounts individually, or a combination of both in a single report.
And now, they can save even more time and resources with consolidation across multiple clients.
2. Tell a personalised story in your preferred format
“I’m using the reports in meetings; in some cases, preparing with the client’s inputs/requests. I’m finding they like being able to tailor items like date ranges for performance reporting.”
- Malcolm Davis, Principal at Aspire2Wealth
With North Interactive you can customise the report content order to mirror the preferred flow of a client conversation, and then use digital presentation mode to bring your advice to life with stunning visuals. You can also add your own commentary and file notes.
Or you might instead choose to generate a PDF to email the client, or a Word doc output you can modify as required. Whatever suits you best.
3. Make it your own with your practice’s brand
You can add your own branding to both the digital presentation mode and exportable report presenting this as a bespoke resource of your practice.
Simply remove the North logo and add your practice’s.
4. Use stunning digital charts to convey the value of your advice
“The tool’s interface allows clients to grasp complex financial information at a glance, making review sessions more interactive and reinforcing our commitment to delivering a modern, client-focused experience.”
- Jesse Romeo, Financial Planner at Aspire Planning Group
North Interactive’s charts allow you to represent value over time, show a summary of movements, demonstrate account and investment performance, and also compare asset allocation with client risk profiles.
Making it easier to quantify and communicate your impact.
… And there’s more to come.
We’re committed to taking your client reviews to the next level. Stay tuned for more exciting enhancements on the horizon.
For more information on how North Interactive could change the game for you, contact us or chat to your BDM.
Sandstone Insights - December Best Ideas
05 December 2024 Sandstone Insights have updated their Best Ideas list with the latest recommendations for December. Read moreGame-changing visibility of service request progress on North
25 November 2024 Alongside the exciting addition of household reporting to North Interactive, there’s two other new updates that have been delivered to improve your experience on North. Read moreSandstone Insights - November Best Ideas
11 November 2024 Sandstone Insights have updated their Best Ideas list with the latest recommendations for November. Read more
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It’s important a person considers their circumstances and reads the relevant product disclosure statement and/or investor directed portfolio services guide and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them. Any general tax information provided is intended as a guide only and is based on our general understanding of taxation laws current at the date of publication. It’s not intended to be a substitute for specialised taxation advice or an assessment of liabilities, obligations or entitlements that arise, or could arise, under taxation law, and we recommend that advice be obtained from a registered tax agent / tax professional before deciding to act on the information provided. Information in this article is subject to change without notice.
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*Quote from Adam Renouf, Managing Director at Renouf & Partners