We’re redesigning the experience for how you manage your cash clients online
The upcoming launch of your new portal - Adviser Online - is just the start of how we’re enhancing your online experience this year, with the aim to create a single online hub for all your client and account related tasks.
A more intuitive portal
Adviser Online has been designed with you in mind, to bring you a more personalised and intuitive website that’s smarter, easier to navigate and in tune with how you manage your clients every day.
In addition to the new navigation, there will be a range of new features and functions for you to use. See below for a quick summary.
More control over payments
See information about manual payments, see who initiated it, add receipts to payments and even cancel them.
Forgotten your password?
We know everyone forgets their password from time to time. This secure feature allows you to reset your password online quickly, and with no need to call us.
Account information on audit reports
You can now locate your client’s BSB and account number on their audit report.
Easy access to commission statements
To view these statements simply select the commission statements link from the menu bar.
esi data feed setup
Generate your esi codes for client data feeds through the new portal.
If you ever need our help you’ll be able to give our service team members access to view your screen to easily talk you through the new features of the portal in real time.
Smart and simple notifications
Your existing cash notifications will be accessed in the new portal. When you have a new notification, simply click on the notification bell to view it. You’ll be able to amend your existing notifications or set up new ones by clicking on the Notification preferences icon.
More to come soon
Even more new features and functions, as well as the inclusion of Wrap accounts, will be added over the coming months. We’ll be in touch with further updates before this happens.
Get in touch with us if you’d like more information on the new Adviser Online portal.