Robert Talevski say
“AMP has rolled out a new interactive reporting tool for its popular North platform promising financial advisers a better way to visualise client account and performance information.”
Touting “clear visuals” and the ability to merge data across multiple accounts, AMP boasts that its new ‘North Interactive’ feature will “save advisers time and enable powerful client conversations”.
“The interactive account snapshot provides a high-level client overview including portfolio value, performance, asset allocation and account movements, allowing advisers to drill down into the information they need on-screen and have custom-made readily accessible reports for each client,” AMP said in a media release.
The feature integrates with Microsoft 365, enabling users to add their own branding and personal commentary to client reports online or export these reports as standalone MS Word or PDF documents.
Combined with North’s recently launched ‘Recontribution Wizard’, AMP boasts that users can now transfer from super or pension to IDPS and back to super in one workflow for eligible accounts.
North has also received a suite of six new managed portfolios managed by Activam Group.
The Melbourne-headquartered Activam specialises in multi-asset portfolio management and investment consulting services, as well as wealth advice practices and superannuation funds.
The six multi-asset portfolios consist of the Activam Conservative and Income Portfolio, Moderate Portfolio, Index-Focused Balanced Portfolio, Balanced Portfolio, Growth Portfolio and High Growth Portfolio options.
“Each portfolio reflects Activam Group’s strategic asset allocation approach, combining a diverse mix of assets to optimise performance and manage risk effectively,” Activam wrote.
AMP group executive platforms Edwina Maloney said AMP was “thrilled to be welcoming” Activam’s SMAs to North.
“Thanks to this partnership, North is offering advisers access to an extensive new range of actively managed portfolios with diversified risk profiles across different styles, investment timeframes and exposures that help drive advice practice efficiency whilst also lowering its cost to serve,” Malaney added.
A total of 22 managed portfolios have been added to the North platform so far this calendar year.
