IOOF launches new adviser portal.

This week IOOF launches a brand new online experience for advisers using IOOF Employer Super.

“Intense research and development has created a strong point of difference over our peers in remarkable time,” says Chris Weldon IOOF’s Head of Product.“And there are new features waiting in the wings to be added in.

“We used a ‘best-in-market’ ideology and continuous interaction with advisers and their support staff meant we built directly to the way they worked and thought.”

The new IOOF Online experience now provides advisers and their support staff (on an as needed basis) with fast access to their IOOF Employer Super client information, along with:

• superior search capability to mine data, segment client types and export or generate as reports
• key industry standard reports automated and delivered in the browser
• self-validating online forms that minimise input error and increase efficiency
• security allowing advisers to grant and manage access to their support staff
• new trading and flexible investment instruction functionality

“We’ve already had very positive feedback from both members and their advisers on the client version of IOOF Online with new registrations up by 22% since the site went live” said Weldon.

“We are strong believers in the premise that providing better tools for advisers to provide financial advice to our IOOF Employer Super members results in better long term outcomes.”

Advisers can register for the new portal by visiting here.

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IOOF Pursuit was first launched in October 2006, reaching $1 billion in FUA within three years. It has evolved to suit advisers’ needs over time, with a focus on simplicity in an increasingly complex regulatory environment. IOOF Pursuit is a very smart, intuitive and powerful platform that is also very easy to use.

Over the past year, IOOF has made several enhancements to IOOF Pursuit including: a redesigned online trading portal to allow the placement of buy and sell orders for shares, managed funds and term deposits in one place; an automatic re-weighting function; online same day withdrawals; improvements to the platform’s functionality around corporate actions; and a new portal to manage maturing investments.

IOOF Pursuit’s recent enhancements have concentrated on the development of functionality that has helped advisers administer their clients’ portfolios more efficiently, streamline their business processes and reduce the amount of time clients are out of the market.

Chris Weldon, IOOF Head of Product, said “Many wrap platforms have become quite complex to operate, but our focus has been on honing the usability of our platform features that really matter to advisers rather than providing all the bells and whistles available.”

“We want to empower advisers by simplifying their delivery of advice and making the client portfolio management process more efficient, ensuring that their clients receive the full benefits.”

“A wrap platform’s role is to support the advice process by making the associated investment and administrative tasks as efficient as possible, so advisers can focus on the things that add real value for their clients.”

Mark Oliver, IOOF General Manager, Distribution, said: “We are proud of IOOF Pursuit’s ten-year track record of delivering simple yet powerful tools to improve the value and quality of the advice that advisers offer their clients.”

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