Our digital platform offers an intuitive experience

Built by our in-house development team, our platform is designed to help you better service your clients.


 

Efficient advice implementation

Reduce the cost of implementing advice with our simple online processes and features.

Integrated advice ecosystem

Prepare advice easily with modelling and compliance tools that are seamlessly integrated with our platform.

Easy practice management

Run your business smarter with our practice reporting and workflow management tools.

Enhance client engagement

Digital experiences and customisable reporting that put you in control and help showcase your advice.

A snapshot of our features

Risk profiles

Model a client’s proposed asset allocation against their target risk profile to assess if they’re in or out of range before executing.
 

Integrated RoA

Download pre-formatted data in Word or Excel to easily populate your Record of Advice, showing fees, taxes and asset allocation at the click of a button.

Investment switching

Access simultaneous buying and selling across all investments in a single step, saving you time and keeping clients in market 24/7.
 

Straight-through processing

Set up new clients in minutes with electronic verification, digital consent and workflow visibility. And enjoy seamless recontributions, TTR and super to pension transfers.

In-specie investments

Transfer listed securities or funds into and out of North without selling down, including into super accounts.
 

Fast-track withdrawals

Withdraw up to 80% of a client’s account balance without having to wait for sell down proceeds or in-specie investments.
 

The North app, to keep your clients in the loop
Our app is a handy way for your clients to stay updated or answer any small queries they may have – from viewing accounts and statements, to tracking investments, or checking upcoming payments, beneficiaries, or bank account details.

Discover why advisers are calling North Interactive the 'best review tool in the market'

With stunning visuals and the ability to merge data across multiple accounts, our new interactive client review tool will save you time and enable powerful client conversations.

  • Choose what you present with customisable sections that include everything from a simple summary of account movements to performance benchmark comparisons, plus more.
  • Make it your own by adding practice branding, commentary or by rearranging sections.
  • Present digitally or export into Word and PDF formats, the choice is yours!  

Learn more about North Interactive →

 

 

Driven by continuous improvement

We pride ourselves on listening to advisers and continually look for ways to better meet your needs, and the needs of your clients. Here are just some of the improvements and additions we’ve implemented over the past few years, and there are more to come.


 

2021

  • Launch listed security
  • Managed Portfolio Introduction of annual fixed term advice fee 
  • Client two-factor authentication
  • Investment Switch proposed asset allocation modelling 

2022

  • Launched innovative MyNorth Lifetime solution
  • Launch integrated investment switch ROA
  • Client mobile app launch
  • CGT estimates on proposed investment sells
  • Digital consent for advice fees  

2023

  • Activity management: Online tracking progress bar
  • Target client risk profiles vs actual
  • New data feed recipients added
  • Digital consent for bank charges
  • Listed securities research integration (Sandstone)

2024

  • Interactive client review
  • Automated online Recontribution process
  • Estimated completion time for in-progress trades
  • Integrated % reweight to investment switch 

Bring your advice strategies to life

Explore some of our tools and calculators

We're here to help

 

North Service Centre

Monday to Friday
8:30 am - 7.00pm (Sydney time)

   

   

Request a call

  

Drop us a message



Schedule a demo

Straight to the point, we love it!

Submit your details and a member of our team will be in contact to organise a demo of our platform. 

* mandatory field

Privacy collection notice

The information you provide is being collected by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) in order to respond to your enquiry. If you don't provide the information requested, NMMT may not be able to respond to your query. Your personal information may be shared with business areas or companies within the AMP Group. We may also provide information to local and overseas entities which provide AMP with administrative, financial, research or other services, other insurers and credit providers, financial planners, brokers and other organisations authorised by AMP to assist in reviewing customer needs. We may also disclose personal information to courts, tribunals and dispute resolution bodies, government agencies, and other bodies we are required to provide information to under the law. A list of countries where these providers are likely to be located can be accessed via the AMP Privacy Policy.

The AMP Privacy Policy provides more information about how we manage and protect the personal information we hold about individuals. It sets out how you can access and correct the information that AMP holds about you, how you may complain about a breach of privacy and our process for resolving privacy related enquiries and complaints.

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.