We’re committed to providing you service and products that evolve with you and your environment.
In our recent Digital Download, we’re providing you with key updates made to our platforms and products.
Adviser Online production releases
You may have already noticed a few important changes we’ve made to our features and design. These include updates to areas such as:
- Client information: now being provided to you from within Adviser Online
- ‘What’s New’ pop-up window: communicating any new enhancements made to Adviser Online to you, as soon as you open the platform
- Side Navigation: now shows first and second level navigation options
- Online messages: won’t be shared to you once you’ve read and closed them
- ESI details: are consolidated to make this information easier for you to view
IDPS Automatic Income Redirection
We’ve heard your feedback and soon you’ll be able to easily elect to automatically redirect your clients’ income from their Wrap cash account to their nominated bank account.
We’ve also provided a summary of new funds and SMAs recently added to the investment menu. View the April Digital Download article below to view the new funds added.
If you have any questions, please call us on 1800 025 063.