At North, we’re constantly striving to enhance your experience and empower you to elevate your advice potential. Our latest upgrades are geared towards efficiency and transparency, ensuring you can deliver top-notch advice and service to your clients.
Here's what's new:
Enhancing transparency with Activity Management new progress bar feature
North is taking a significant step forward in its digital service journey by introducing a progress bar feature. This feature aims to provide advisers with complete transparency on their service requests, offering valuable insights into the status and progress of each request.
The progress bar will visually represent the end-to-end process, displaying distinct steps for every service request and showing live updates as the request moves towards completion. Each step will be time-stamped and accompanied by a custom description, enriching the information available to users.
This feature is one of many new upcoming enhancements in this space which is aimed at uplifting transparency, efficiency, and user-friendliness in its digital service platform, ensuring a smoother experience for advisers and clients alike.
For more information, click here to view the FAQs.
Expanded eSignature options for enhanced document efficiency and convenience
We are excited to inform you that, in response to your valuable feedback, we have broadened our eSignature acceptance options. Our expanded list of eSignature providers now includes well-known names such as Docusign, Adobe Sign, IRESS Digital Signatures, FuseSign, Annature, Dropbox Sign/HelloSign, OneSpan and Nitro.
This expansion allows customers to submit completed documents with a Certificate of Completion/Audit Trail, which includes key details such as the date and time of signing, originating email address, IP address of signing, and crucial client information. These improvements are specifically designed to elevate the efficiency and convenience of the document signing process, benefiting both you and your clients.
For more information, click here to view the Guide and FAQs.
We’re delighted to announce this improvement, and that there’s still more to come. This is part of an ongoing journey with further enhancements on the horizon.
For more information, speak with your Business Development Manager.
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.