Your new Adviser Online portal went live in April to make managing your clients easier. Since then, we’ve received valuable feedback on what you like, and also what could be improved.
See below for a list of what we’ve changed, based on your feedback.
A new location for ‘Manage payments’ icon to make it quicker to access. This has moved out of the ‘Go-to’ menu and into the main navigation bar.
We’ve updated the ‘Go-to’ menu to only show items that are relevant to you.
We’ve added separate columns for debits and credits on the account-level transactions history page to make it easier to view your clients’ transaction data.
Your search filter settings will be saved for when you navigate back to the ‘Search accounts and transactions’ page, instead of having to select the filters again.
You can now hover your mouse over the row items on the ‘Manage payments’ page, to more easily see which rows/text are clickable to get more detail.
Direct CMA transactions can now be downloaded by ‘secondary’ advisers, in addition to the primary adviser/s.
We’re pleased to be able to respond to your feedback and we will continue to further improve the portal based on what we’re hearing from you.
Providing feedback via Adviser Online
Your feedback helps drive our decisions on how to improve the experience online.
You can send us comments via Adviser Online by selecting ‘Feedback’ from the main menu or by speaking to your relationship manager.
If you would like additional support or training with Adviser Online, please contact email@example.com or speak to your Relationship Manager.