Welcome to the North Interactive Wealth Portal

Let’s get growing.

North Interactive, like nowhere else.

You’ve arrived at a place designed to help you grow your practice and your clients’ retirements, like nowhere else.
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Check out the North Interactive highlight reel

A short video that explains how advisers are streamlining work, reducing friction, and delivering advice in ways that reflect the quality and identity of their practices.

Visualise. Strategise. Inspire. Grow.

  • What's our is always yours

    Impressive self-branded outputs elevate your practice’s identity. Represent you and your business the way you want. Our customisation features mean our innovative platform can instantly become yours.

  • Where seeing is believing

    Real-time modelling brings advice to life, and the ability to project possible outcomes into the future turns meetings into conversations. Household-level views mean advisers can explore scenarios with clients and build confidence in every decision.

  • Where innovation is ever-growing

    Just like system upgrades on your smartphone, North Interactive has an evolving roadmap of new releases such as AI Implement, that will automate advice to product implementation into a single streamlined process.

  • Growth is available to you, today

    North Interactive is for ambitious advisers wanting to grow their practice and their clients’ retirement. Unlock efficiencies and embrace the future of advice implementation.

North Interactive is for these kinds of advisers:

  • The Client First Adviser

    Advisers who want better conversations in the room. North Interactive lets them model scenarios live, explain trade-offs clearly and build confidence in the moment – helping clients see decisions as they’re made.

  • The Practice Builder

    Advisers focused on growing a professional, scalable business. North Interactive streamlines workflows and delivers polished, self-branded outputs that can elevate their practice without adding complexity.

  • The Forward-Thinker

    Advisers looking ahead to what’s next. North Interactive helps them stay ahead with real-time modelling, household views and evolving AI features designed to support growth today and into the future.

New features releasing throughout 2026*


Live now

*The features and timelines described are indicative only and subject to change.

Our new Whole of Wealth Dashboard lets advisers effortlessly capture information about a client’s financial position, including assets and income, even those outside our platform.

The Wealth Projection Modelling Tool instantly models scenarios, tests strategies and visualises a client’s current and future potential wealth, all at the click of a button.  

Our existing Interactive Client Review tool delivers dynamic presentations, whether in person or virtually.

Planned future releases

Second release 2026

1. Our Expanded Wealth Dashboard will deepen whole of wealth data capture, including liabilities and expenses, to complement assets and income and help complete the client’s financial picture.  

2. Wealth projection enhancements include integration of expenses and liabilities from the wealth dashboard, as well as the ability to add in future dated expenses and liabilities to create  a projection. 

3. Licensee & Practice-Level Access Management will enable delegate creation for licensees and practices. And a practice-level reporting and insights dashboard can be tailored to the licensee and practice leadership. 

4. Our Client Review Tool is expanding to allow the option to add in Wealth Dashboard data and a Wealth Projection, which showcase client goals, current positions, and future forecasts. It will also be extended for use to advisers who don’t have North clients. 

Second release 2026

1. Our Expanded Wealth Dashboard will deepen whole of wealth data capture, including liabilities and expenses, to complement assets and income and help complete the client’s financial picture.  

2. Wealth projection enhancements include integration of expenses and liabilities from the wealth dashboard, as well as the ability to add in future dated expenses and liabilities to create  a projection. 

3. Licensee & Practice-Level Access Management will enable delegate creation for licensees and practices. And a practice-level reporting and insights dashboard can be tailored to the licensee and practice leadership. 

4. Our Client Review Tool is expanding to allow the option to add in Wealth Dashboard data and a Wealth Projection, which showcase client goals, current positions, and future forecasts. It will also be extended for use to advisers who don’t have North clients. 

Third release 2026

1. The first phase of our AI Implement tool will enable seamless ingestion of advice documents automatically processed and mapped into a workflow.

2. The Client-Accessible Portal & App will see the addition of a secure, branded digital space for clients to track their goals, wealth and progress, receive documents, and give digital consent - extending your advice experience beyond the meeting room.

Third release 2026

1. The first phase of our AI Implement tool will enable seamless ingestion of advice documents automatically processed and mapped into a workflow.

2. The Client-Accessible Portal & App will see the addition of a secure, branded digital space for clients to track their goals, wealth and progress, receive documents, and give digital consent - extending your advice experience beyond the meeting room.

FAQs

All North advisers can access and use North Interactive. It works whether the adviser’s client is a North client or a new/non-platform client created within the tool.

North Interactive can be accessed through logging into North and clicking the ‘Interactive’ button at the top of your screen.

No. North Interactive is available to advisers at no additional cost.

Yes. Outputs allow for self-labelling so advisers can present polished, practice-branded materials that reflect their style and professionalism.

Yes. Advisers can create “off platform” clients directly in the portal and use modelling and review tools for them, allowing a broader advice engagement experience.

Client data entered into the portal by advisers is treated with the same security and governance as all North Online information. Client data will be deleted by us in accordance with the North Interactive Terms and Conditions. Advisers will be asked to accept the Terms and Conditions on first access to the Portal and for any subsequent updates. These can also be viewed at any time on North Online.

The North Interactive Wealth Portal is expected to continue evolving throughout 2026 and beyond. Additional tools and enhancements, such as enriched data capture, more modelling features, streamlined product implementation, and expanded client-facing capabilities, are intended to roll out across the year.

What you need to know

Product disclosure

The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (“NMMT”, “we”, “our”, “us”), the operator of the North platform. It’s for adviser use only and must not be distributed or made available to retail clients. It contains factual information only.

North Interactive Wealth Portal is a digital web-based interface operated by NMMT and is only accessible by advisers with a North login via the North platform.

Any projections provided on Interactive are for illustrative and modelling purposes only and are based on data input by advisers, and the assumptions and modelling methodology used at the time. Past performance is not indicative of future performance.

Where client data is entered by advisers on North Interactive, it may be incomplete or incorrect where information has not been fully or accurately recorded or updated. The adviser remains responsible for any advice/services they provide to clients using the information available on Interactive.

The planned future releases for North Interactive are indicative only and may change. Actual release timing, sequence, and scope may change without notice and features may be reprioritised, deferred, or withdrawn. This information should not be relied upon as a promise or commitment. Implementation decisions should be based on currently available functionality.

North is a trademark registered to NMMT.

Information on this page is current as at 13 February 2026. All information on this website is subject to change without notice.

North Interactive

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