Invest
North platform adds household reporting feature to boost adviser efficiency
Invest
North platform adds household reporting feature to boost adviser efficiency
AMP's North platform has launched consolidated household reporting across multiple client accounts, helping financial advisers streamline their client review processes.
North platform adds household reporting feature to boost adviser efficiency
AMP's North platform has launched consolidated household reporting across multiple client accounts, helping financial advisers streamline their client review processes.
The new feature on North Interactive allows advisers to generate comprehensive household-level reports that combine data across different entities like companies, trusts, SMSFs and individual accounts.
According to Investment Trends research, enhanced client reporting tools are the top platform improvement sought by advisers, with 25 per cent prioritising this capability, up from 21 per cent in 2022.
"North Interactive has significantly modernised our client presentations, allowing us to move beyond traditional printed reports to interactive, on-screen displays," said Jesse Romeo, financial adviser at Aspire Planning Group.
The platform currently processes 210,000 client review reports annually, with reporting being one of its most utilised features.
"Advisers can now, for the first time, get access to a contemporary reporting solution that significantly reduces the administrative burden for them, meaning they can focus on delivering personalised and impactful advice to their clients," said Edwina Maloney, AMP Group Executive, Platforms.
The consolidated reporting enhancement builds on North Interactive's launch earlier this year and aims to benefit the approximately one-third of North clients involved in couple and family group arrangements.
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