Interactive business reporting to help you track what matters and run your business smarter.

Business reporting features

  • Segment your client base
  • Stay on top of business profitability
  • Full view of your client’s cash account holdings
  • Dividend and distribution dates for each MyNorth investment option

Client reporting features

  • Show your professionalism with customisable content
  • Generate account holding and valuation reports
  • Display performance reports
  • Put together multiple fund manager profiles
  • Interactive reporting with the ability to export reports

Available reports

Below is a summary of the reports, or download a detailed breakdown (PDF).

Adviser snapshot

Report category Report name 
Adviser snapshot Snapshot
Cash account balance Greater than %
Less than %
Client opt-in status For insurance
For low balance accounts
Family fee groups Family fee groups 
Funds under advice

By account
By account with investments
By adviser
By adviser with investments
By client
By investment
By product
Guarantee Guarantee balances
Insurance Insurance details

Models

Report category Report name 
Models Funds under advice by adviser
Funds under advice by investment
Funds under advice by accountant
Investment profile
Net flows
Money in and out Pension details
Net flows By account
By adviser
By client
By investment
Reopened accounts Reopened accounts
Remuneration By adviser
Fee schedule
Super contributions Detail
Summary
Term deposits Term deposits

To discuss the reports available to you

Talk to us

What you need to know

The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) and is general in nature. It’s for professional adviser use only and must not be distributed or made available to retail clients. 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 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.

You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Pty Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided. You can also ask us for a hard copy.

All information on this website is subject to change without notice.