AMP’s FAN launches first of its kind iPad app for advisers

AMP’s Financial Advice Network (FAN) has launched Evolve, an iPad app featuring advice tools that are fully integrated with advisers’ back-office systems, offering advisers and clients flexibility and efficiency. 

AMP FAN’s Director of Advice and Licensing Simon Wallace said this mobile technology is the first of its kind in the Australian financial services industry and provides advisers with a valuable tool to assist them in the delivery of professional financial advice. 

“Evolve allows advisers to capture, store and analyse client data on their iPad and brings a paperless office a step closer with the ability to capture digital client signatures as well as store photographs required for client identification,” Mr Wallace said. 

Evolve is linked to the advisers’ software, so there is no need to keep separate records or manually re-enter data following a client appointment. These records can be emailed to the clients as a record of the meeting, eliminating the need to manually print and send material. 

Mr Wallace said in today’s busy world advisers need an efficient way to engage their clients and demonstrate the value of their advice. 

“The iPad app gives advisers another tool to help them do what they do best – deliver quality financial advice to their clients,” Mr Wallace said. 

The Evolve iPad app features six integrated modules: 

1. Clients – Allows advisers to create new client profiles and open existing client profiles.
2. Fact Find – Captures client’s personal information and goals and creates an initial advice agreement.
3. Risk Profile – Features risk profiling tools to help advisers discuss different ways clients can invest to meet their goals.
4. Documents – A central location to store documents for client presentations and reference material.
5. Calculators – Comprehensive calculators to assist advisers develop and discuss different strategies suitable for the client.
6. References – Useful links to make finding information more convenient when advisers are on their iPad.

The Evolve iPad app is currently available to AMP FAN advisers. 

Mr Wallace added: “AMP is committed to developing technology to improve the delivery of financial advice and integrated technology tools such as Evolve deliver significant time savings and flexibility for both adviser and client.”