Kristen Lennis-Harvey

North has appointed Kristen Lennis‑Harvey as Head of Business Development and National Sales Manager, reporting to Kristine Goodwin, Director, Platforms Growth and Wealth Distribution.

The appointment reflects North’s focus on backing advisers to grow stronger businesses – and support more clients to achieve better retirement outcomes.

It follows the addition of eight New Business Managers to North’s national sales team this year, as North continues to strengthen its distribution capabilities, expanding its footprint, and reinforcing its commitment to supporting the advice profession.

Kristine Goodwin, Director, Platforms Growth and Wealth Distribution at AMP, said the role is central to how North supports advisers as it continues to invest in the platform.

“Everything we do at North is focused on helping advisers grow their businesses and deliver great outcomes for more clients.”

“That means working closely with advisers, understanding what they need day to day, and ensuring our investment in the platform supports the way advice businesses are evolving.”

“Kristen has built her career on creating high performing teams and strong partnerships that drive growth.  That experience will be incredibly valuable as we continue to strengthen the way we support advisers.”

Edwina Maloney, Group Executive, Platforms at AMP, said advisers and their clients are at the centre of North’s growth strategy.

“Kristen’s appointment reflects our commitment to continuing to invest in North and in the people who work closely with advisers to help their businesses thrive.”

Kristen Lennis-Harvey background

Kristen has most recently held senior national roles at healthtech company United Health Group (UHG) and insurer AIA Australia, where she was responsible for overseeing key client relationships, negotiating large commercial contracts, driving sales growth and ensuring strategic alignment.

As General Manager – Customer at UHG, Kristen was responsible for driving growth through UHG’s strategic partnerships in the insurance, legal, workers compensation and CTP sectors.

Kristen has also served in National Account Manager roles at both Zurich Australia and Commonwealth Bank’s CommInsure.

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David Hutchison

AMP’s bi-annual North Managed Portfolios Insights Report finds managed portfolios are becoming the advice vehicle of choice for more practices across Australia, cementing themselves as a mainstay in adviser portfolios.

Launched yesterday, the report looks at the outlook for managed portfolios in Australia and the structural trends and investment themes that underpin them today.

Index managed portfolios were the most popular among advisers on North over the last 12 months, along with partnered managed portfolios which saw over $2 billion in net inflows over the last 12 months.

That contributed to total partnered managed portfolio AUM growing from $12.7 billion to $16.6 billion over the course of 2025, an increase of $3.9 billion, with private markets seen as next ‘growth opportunity’ for sector innovation.

A total of 119 portfolios were added to the platform across 2025, with 25 new series launched, bringing the total to 597 portfolios on North.

Key findings:

• Record growth: North managed portfolios AUM grew for a fifth consecutive year, rising by 31.8% from $19.1 billion to $25.2 billion, as at 30 December 2025.
• Index managed portfolios ‘most popular’ among advisers on North with private markets seen as next ‘growth opportunity’ for sector innovation.
• North’s Buy menu grew by an additional $1 billion to $7 billion, up from $6 billion in 2024 thanks to strong positive flows.
• $25.2 billion in Total AUM: growing from $19 billion as total AUM for North managed portfolios jumped for another consecutive year.
• Over 4200 advisers now on North: With a total addressable market of 12,470, one in three advisers are using North with managed portfolios representing a significant growth opportunity.^[1]

David Hutchison, General Manager of Managed Portfolios and Investments, AMP said: “2025 was another exciting year for managed portfolios on North, with strong growth and excellent new product offerings alongside several new investment managers joining us.
“Over the last 12 months, almost 120 new portfolios were delivered, catering for a breadth of our client and adviser needs. That includes our private markets capability, set up last year, which is really exciting and we look forward to launching a number of PMO portfolios in the first half of 2026.

“We’re pleased to be working with some of the industry’s best investment managers to provide advisers and their clients with true diversification across multiple asset classes and investment options, ensuring their needs are met at every life stage.

“We saw a total of 10 new investment managers welcomed to the platform and 25 new series launched, giving advisers and their clients access to cutting-edge and world-class strategies on North that they can now add to their portfolio mix.”

Edwina Maloney, Group Executive, Platforms, AMP said: “We recognise the twin challenges facing many advice practice owners today: business growth through profitability and maintaining exceptional client outcomes. That’s why managed accounts are so compelling – they allow more advice practices to achieve both while scaling their business responsibly and meeting the changing needs of clients today.
“While the increasing sophistication in the construction and management of managed portfolios has lots of exciting potential, providing access to these innovative developments cannot happen at the expense of good governance.

“Every investment option on North earns its place – and maintains it – through a disciplined governance process. It’s how we protect investors and give advisers confidence. It’s also not a ‘set and forget’ progress – we have and we will continue to test and improve this process to ensure it remains industry best practice.”

Making private markets accessible to retail investors

North is also pleased to announce it has expanded its investment menu with the launch of the Cornerstone Private Markets Managed Portfolio in partnership with Invest Blue Group.

Available to advisers on North, the separately managed accounts suite sits alongside clients’ existing investments and operates as a ‘satellite’ allocation to reduce clients liquidity risk, bringing more choice and flexibility. It offers a simple, advised pathway into private equity, private credit and real assets, providing everyday advised clients exposure to assets traditionally regarded as ‘out of reach’ for most Australians.

The new SMAs reflect a significant cross‑functional effort across technology, business, and operations to uplift North’s capability to support both illiquid and semi‑liquid assets on platform.

Neil Rogan, managing director – Head of Distribution, Australia and New Zealand, Russell Investments said: “The convergence of public and private markets is reshaping portfolio construction. Many of today’s capital-intensive growth opportunities are funded privately long before they ever reach listed markets, yet until recently there were limited practical ways for retail clients to access that part of the opportunity set.

“The recent launch of private markets within a managed portfolio structure on platforms like North reflects how the industry is evolving to close that gap. Managed portfolios provide a governed, diversified way to incorporate private market exposure, which is what makes this innovation meaningful for advisers and their clients.”

Michael Bova, Family Wealth Advisory managing director said: “The ability to harness private markets within a disciplined managed discretionary account is a powerful step forward for the industry and also enhances governance. We’ve increasingly integrated private markets into our wholesale portfolios because they provide access to sources of return that simply aren’t available in listed markets.
“Private equity, private credit, and real assets offer operational alpha and an illiquidity premium that can materially improve long-term real return outcomes for clients who have the time horizon and liquidity profile to accommodate them.”

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Edwina Maloney

AMP has launched the ‘North Interactive Wealth Portal’, marking a significant evolution of the North platform from a product administration engine to a comprehensive, advice enablement experience.

Built on North’s market‑leading digital capabilities, the North Interactive Wealth Portal brings together advice implementation and advice enablement in one integrated experience – fast-tracking practice growth and enabling better retirement outcomes for clients.

Designed to be offered as a standalone solution, the portal offers seamless integration of North’s superannuation and investment products with a powerful retirement projection modelling tool for advisers to deepen relationships and simplify complex concepts, making advice easier to understand.

Empowering advisers from onboarding to execution

With a focus on driving efficiency, the North Interactive Wealth Portal introduces powerful new capabilities, including dynamic projection tools and whole-of-wealth dashboards^[1].

Future enhancements will continue to be added over the next 12 months to take advantage of ongoing technology improvements, including North’s AI capabilities.

Currently, North processes around 500,000 online requests each year, with around 70 per cent completed instantly through straight‑through processing.

For more complex requests, advisers and support staff can now track every step digitally through the portal’s enhanced Activity Management feature, which has reduced calls by 16 per cent and improved processing times by 30 per cent since launch.

The portal builds on North’s existing strengths across retirement strategy execution, integrated advice tools and client engagement, and introduces a more connected and intuitive way for advisers and support staff to manage the end‑to‑end advice lifecycle.

• Whole of Wealth Dashboards showing a holistic picture of clients’ assets and providing unified tracking of all platform activities. Allows setting and tracking of client goals, as well as the ability to manually capture valuations and income for off-platform assets.
• Retirement Projection Modelling Tool designed to simply illustrate a client’s future wealth – both income and capital – while demonstrating the benefits of market-linked income streams in minutes2
• Seamless Advice-to-Implementation: More accurate strategy implementation as well as integration with existing North functionality.
• White-labelling options for advice practices helping advisers to tailor their advice, deepen relationships and focus on enhanced client engagement
• Seamless AI integration: Brings in the market-leading capabilities of AI FileNote – which has helped advisers save up to 30 minutes of preparation time per client review

• Client fact find and document sharing for central workflow management: Advisers will be able to share documents with clients via the portal, and clients can digitally review and provide consent, with a full audit trail.
• More sophisticated AI-enabled features to further streamline advice processes and implementation, set to drop in the coming months

According to SuitabilityHub, these capabilities will help advisers spend less time on administration and support more meaningful client conversations – whether reviewing past outcomes or planning for the future^[2].
In addition, North was recently recognised by NMG as the leading platform for adviser proposition and price competitiveness, relative to peers^[3]

Unlike other platforms, the North Interactive Wealth Portal is available free to North users and will not be limited to clients with a North account, strengthening North’s ability to serve and target the IFA market. It will feature at North’s upcoming national roadshow commencing on March 24.

Edwina Maloney, Group Executive, Platforms, AMP said: “We’re excited to be not just talking about platform enhancements, but actually delivering them for advisers and their clients.

“Our new Interactive Wealth Portal is a game-changer for advice practices today, reflecting our continued focus on adviser efficiency and differentiation.

“North plays a very important role in enabling advisers to have more capacity to see more clients through the latest technology, delivering exceptional value and helping bring to life better solutions that cater to their needs.

“This launch is about helping advice practices grow with confidence. By combining robust straight‑through processing, transparent digital service and market‑leading engagement tools, the North Interactive Wealth Portal enables advisers to showcase the value of advice while reducing cost and complexity.”

Peter Batsakis, General Manager, Adviser Experience and Digital, AMP said: “This is the beginning of the journey to transform North’s platform into an end-to-end advice enablement tool, reducing the friction between advice preparation and implementation while enhancing client engagement every step of the way.

“North has always been a market-leader in AI and digital innovation and the North Interactive Wealth Portal brings together the best of advice implementation and advice enablement in one experience. By giving advisers and support staff full visibility, automation and digital control, we’re helping practices operate more efficiently while delivering better outcomes for clients.”

———-

Notes:
[1] Includes retirement forecasts, recontributions and integration with AMP’s Lifetime Super Boost
[2] Source: SuitabilityHub 2026 Platform Market Wrap
[3] Source: February 2026. NMG Australian Wealth Adviser Study 2025

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Edwina Maloney

AMP is pleased to announce the next evolution of North with the upcoming launch of North Interactive Wealth Portal, marking the platform’s strategic shift from a product administrator to an end-to-end digital advice experience.

With a vision to unify the entire advice journey – from initial client meeting, through to advice presentation, product implementation and ongoing reviews – the North Interactive Wealth Portal will provide an integrated seamless experience for practices seeking to grow clients per adviser.

Launching in 2026, the portal will provide advisers with a 360-degree view of all their clients’ entire wealth, financial goals and wealth projection, helping uplift their client engagement experience.

By transforming a currently fragmented process into a seamless experience, North strives to provide advice practices with increased operational efficiency, enabling them to focus on client and practice growth.

The North Interactive Wealth Portal will be integrated into the North Platform as a standalone module available to all users, support seamless product implementation and create significant efficiencies.

What’s launching:

• Whole of Wealth Dashboard
• Projection Modelling Tool
• Client Review Tool (Enhanced)
• AI-enabled Product Implementation
• Client-portal

North was the first platform in Australia to launch an innovative retirement income stream, MyNorth Lifetime, in 2022. The North Interactive Wealth Portal is the latest example of North’s ongoing leadership in product and platform innovation.

Peter Batsakis, General Manager Adviser Experience and Digital, AMP said: “North Interactive will help advisers shift client reviews from a discussion of the client’s past investment performance to a digitally enabled, holistic planning conversation focused on a client’s future financial outcomes to help showcase the value of advice; a first for a major wrap platform in Australia.”

Edwina Maloney, Group Executive, Platforms, AMP said: “AMP is committed to helping practices across the country realise their growth ambitions by marrying real innovation with robust compliance and security.

“We’re excited to be launching our North Interactive Wealth Portal next year which will feature secure, practice-branded client access, digital consent, and document sharing with full audit trails.”

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Kristine Goodwin

AMP has established a new role of Director for Growth and Distribution for its North platforms business, appointing experienced financial services executive Kristine Goodwin (nee: Brooks) to the role.

The creation of this new senior role, and Kristine’s appointment, aligns with AMP’s focus on accelerating the growth of the North business and its commitment to broadening its adviser and partner relationships.

Kristine brings extensive experience from a career in executive-level distribution and marketing roles, including most recently Chief Country Officer and Executive Director Australia at Milford Asset Management and previously Chief Distribution Officer for Life and Investments at Zurich Financial Services Australia.
She has a strong track record of building high-performing teams, driving growth, and delivering strategic outcomes. Kristine will join the AMP Platforms Leadership Team, reporting to Edwina Maloney.

Kristine will join AMP from 21 January 2026.

Edwina Maloney, Group Executive, Platforms, AMP said: “We have very clear growth ambitions for North and this is another important step to delivering on those and continuing the significant momentum we have built with advisers more recently.

“We are excited to be welcoming Kristine to AMP. Her deep experience and leadership transforming distribution and marketing teams, developing deep strategic partnerships and growing businesses will be invaluable as we continue to strengthen our relationships with advisers and partners, and deliver great outcomes for their clients.

“We have worked hard and built a very strong adviser proposition, which was cemented earlier this year, when we won the Chant West Award for Advised Product of the Year, along with being awarded for our North Lifetime Product. So now it is about getting North in front of more advisers so they can experience it for themselves, and Kristine’s appointment is critical to that.”

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Amanda Conner

North, the leading platform for super and retirement in Australia, is pleased to announce the appointment of Amanda Trenfield as Senior Manager, Asset Consultant Partnerships.

Amanda is a highly experienced funds management professional and brings over 20 years of experience in establishing and leading international and domestic asset management companies in Australia.

Amanda served as Vice President and National Sales Manager at State Street Global Advisors for five years, representing award-winning Australian and global equity strategies.

This followed her tenure as Vice President and National Sales Manager at Barclays PLC from 2008 to 2013, where she launched Barclays Capital’s asset management business in Australia, helping establish its reputation for alternative and sophisticated products.

Amanda will report into Rory Scott, Head of Strategic Growth at North.

Amanda Trenfield, Senior Manager, Asset Consultant Partnerships, said: “I’m excited to join AMP and contribute to the continued success of the North platform.

“This role is a great opportunity to work with asset consultants and alongside talented colleagues to deliver solutions that create real value for advice businesses and their clients.”

Edwina Maloney, Group Executive, Platforms at AMP, said: “We’re pleased to welcome Amanda to North at a time of strong momentum for the business as North continues to deepen its focus on growth and expanding its network of world-class partnerships.

“Amanda brings a deep and broad experience across the entire wealth management spectrum in addition to an excellent track record of driving growth and increasing revenue.

“Her extensive knowledge of the Australian funds management industry across product, platforms, research houses, dealer groups and key influencers will be instrumental in helping North lead the way through its unique Buy, Badge, Build and Blend market offering.

“Amanda will play a key role in helping our team deliver great outcomes that benefit asset consultants, advisers and their clients.”

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North is the leading platform for super and retirement in Australia, helping advisers and their clients prepare for and live well in retirement.

Harry brings over 20 years of experience across advice, insurance, and platform distribution — and a deep understanding of what matters most to advice practices.
Having led national and state-based sales teams at organisations including iptiQ/Swiss Re, MLC, NEOS and AMP,

Harry has consistently helped advisers grow their businesses through a clear focus on strategy, service, and sustainable outcomes.

With a strong belief in data-led decision making and long-term partnerships, Harry is passionate about helping advisers navigate change and unlock growth. He understands the challenges advice businesses face and is committed to ensuring North continues to evolve to support advisers and clients.

Harry Georges, Head of National Sales, North, said: “North is one of the most trusted platforms in the market, and I’m excited to be returning to AMP at such a pivotal time.

“Advisers are at the heart of what we do, and I’m looking forward to working closely with our distribution partners to help them grow, deliver great client outcomes, and realise the full potential of the North platform.”

Edwina Maloney, Group Executive, Platforms at AMP, said: “We’re delighted to welcome Harry to North at such an exciting time for the business, reflecting our ongoing commitment to innovation and delivering exceptional value to advisers across the country as we continue to drive this next phase of growth.

“Harry’s leadership, deep industry knowledge and proven ability to build strong relationships will be invaluable as we build our bench strength and continue to expand our support for advisers and helping more Australians invest in their future with confidence.

“With his impressive experience in sales leadership and distribution, Harry has been instrumental in driving revenue growth and sales across both intermediary and retail channels and we welcome his expertise and passion for client outcomes and business growth.

“Harry’s appointment reinforces North’s commitment to supporting the advice profession — with leading service, innovation that matters, and the backing of a team that’s here to help advisers’ businesses thrive.”

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Edwina Maloney

AMP is pleased to announce the expansion of North’s managed account menu with three exciting new additions for the June quarter.

The additions of BondAdviser, MST Income and Elston Income managed portfolio series to North provides advisers with greater flexibility and choice when it comes to creating tailored managed portfolio solutions – particularly for clients seeking income protection, certainty and fixed income in retirement.

The portfolios aim to provide retirees with more options to generate steady income and preserve their capital, while also limiting downside risk in the face of volatile markets.

The announcement follows the launch of practice level customisation last month thanks to North’s partnership with BlackRock and Lonsec Investment Solutions, with North continuing to evolve its managed portfolio offering and the breadth of its investment menu to meet the changing needs of advice practices large and small.
Along with its market-leading MyNorth Lifetime solution, managed accounts have been central to North attracting many new advisers, with funds under management growing from $2 billion to almost $20 billion in just four years^[1].

Announced yesterday, the new Buy menu additions brings the number of managed portfolios on North to over 165 across 27 managers, supported by almost 400 Build portfolios across almost every consultant in the market.

Retirement made easy for income-seeking investors

Founded in 2017, MST Income is a dedicated division within MST Financial, specialising in tailored income solutions for wealth managers and institutional investors. Offering exposure to hybrid securities, the MST Fixed Income Portfolio targets clients who are in the retirement phase. It provides exposure to a defensive asset class while still delivering high income and will help clients manage the phased transition from hybrids.

With its income-focused design, the Elston Income Series is specifically developed for retirees and income-seeking investors. This portfolio generates higher income paid out more frequently than traditional portfolios, providing better cash flow matching to meet regular income needs. It combines income generation with the preservation of future income capacity, maintaining the ability to balance higher income with long-term capital growth.

Employee-owned fixed income and credit provider BondAdviser has over 10 years of experience in managing fixed-income portfolios, building their strategies on rich data points, algorithms, and qualitative analysis. The BondAdviser Fixed-Income Portfolio is a unique addition to the platform, offering a new value proposition by bringing fixed-income exposure to clients.

This portfolio is focused on fixed-income assets and is uniquely placed to capitalise on the growing demand for alternatives among both advisers and their clients on-platform.

Edwina Maloney, AMP Group Executive, Platforms said: “Our mission is to be the home for retirement income solutions in Australia and that means ensuring advisers are well supported with efficient, market-leading tech and solutions to help their clients prepare for and thrive in retirement.

“We’re delivering that in several ways: one is through innovation and the fantastic retirement solutions we have on offer – such as MyNorth Lifetime Super.

“We’re also continuing to expand our investment menu to meet the changing needs of practices today, working with the industry’s leading investment managers to provide advisers and their clients with access to high quality products both in and near retirement.

“The beauty about our platform and solution is North’s open architecture. By giving advisers access to a broad and diverse range of investment options, we’re empowering them to tailor strategies that truly suit their clients’ individual needs and goals.

“This flexibility not only supports better client outcomes, but also gives advisers the freedom and confidence to adapt as markets and client circumstances change. North’s open architecture is all about putting choice, transparency and control in the hands of advisers, so they can deliver the best possible advice every time.”

David Hutchison, AMP’s General Manager of Managed Portfolios and Investments said: “We’re passionate about empowering and enabling advisers with access to choice and flexibility through North, thanks to our long-standing partnerships with world class investment managers.

“That’s why we’re excited to be teaming up again with MST Financial for their Fixed Income series, providing our advisers with optionality and confidence when it comes to retirement income solutions for their clients. The addition of the MST Income, Elston Income and BondAdviser series highlights our commitment to growing the breadth of our offer.

“We have the fastest growing offer in the market and we’ll continue to focus on expanding the breadth of our menu, helping ensure North is the easiest platform for advisers to do business with.”

———

Notes:
[1] Total FUM for North Managed Portfolios $19.7 billion as at 31 March 2025. Source: AMP Q1 25 cashflows and business update

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Edwina Maloney

The latest Blend portfolios bring together BlackRock’s multi-asset investment expertise and global custom model portfolio technology with Lonsec Investment Solutions’ investment manager research and selection capabilities.

North is the only platform in Australia to offer this range to advisers with unique technology to support the North ‘Buy, Badge, Build and Blend’ capability.

North is announcing the evolution of its model portfolio offering with its new ‘Blend’ capability, as the first in a series of enhancements aimed at democratising access to model portfolios for advice practices large and small.

For advisers who have traditionally been left out when it comes to accessing model portfolios, North is helping to bridge the gap with a solution that, in a market-first, means asset customisation of a model portfolio can now be realised at the advice practice level.

Expected to be the first of many, this new ‘Blend’ opportunity will appeal to those advice practices who want to generate efficiencies, but don’t want to have a full tailored solution.

Announced yesterday in collaboration with BlackRock and Lonsec Investment Solutions, the new series highlights the market-leading customisation of North as a contemporary platform for advisers, with North uniquely placed with its technology to deliver the ‘Blend’ capability.

The latest portfolios use BlackRock’s multi-asset investment expertise and global custom model portfolio technology, together with Lonsec’s investment manager research and manager selection capabilities to deliver portfolio customisation at scale to advice practices.

Breaking down traditional barriers to adoption

Leveraging the portfolio construction expertise of two of Australia’s leading investment managers, North Blend is available to all advice practices directly and exclusively through North. By helping an adviser bring their investment strategies to life, it addresses many of the traditional barriers to adoption – including personalisation, incumbency and scale.

Advisers will have access to portfolio performance tracking and dedicated content support allowing them to monitor their holdings, performance, and access trade notices and market commentaries that can be white-labelled for their client base.

Tailored with ease

North has seen a 50% increase in advisers using MyNorth model portfolios over the last two years, with North now being the third largest and fastest growing managed account platform provider in the market with over $20 billion in funds under management.

North Blend offers eligible advisers the ability to tailor the portfolios to meet the needs of their advice practice within agreed guardrails.

The new series follows the introduction of existing client account level asset customisation launched together with BlackRock and Lonsec last year.

Katie Petering, Head of Investment Strategy, BlackRock Australasia said: “We are delighted to continue our collaboration with AMP and Lonsec through the launch of tailored model portfolio solutions on the North platform.

“Drawing on our 30+ years of experience in managing multi-asset portfolios and global technology for customising model portfolios, this collaboration enables advisory practices to tailor highly sophisticated managed accounts to suit their end-clients’ investment preferences– something that was previously out of reach.

“As pioneers of model portfolios in Australia, we are excited to continue innovating to democratise access to these portfolios and accelerate the adoption of managed accounts in the industry.”

Nathan Lim, Chief Investment Officer at Lonsec Investment Solutions said: “We are thrilled to work with AMP and BlackRock to bring this solution to the Australian adviser market. This new managed portfolio solution will enable practices using North to create a suite of tailored portfolios – a first-of-its-kind solution to be offered by an Australian platform.

“The Blend portfolios will be supported by Lonsec Investment Solution’s unrivalled manager selection and consulting expertise, as well as our broader end-to-end managed account capabilities supporting licensees, financial advisers, and their clients. We expect this solution will enable more advice practices to be able to reap the benefits of managed accounts for their businesses and clients.”

David Hutchison, AMP’s General Manager of Managed Portfolios and Investments said: “Not all advice practices want an off-the-shelf or full-tailored solution.  To date, these practices have been ‘forgotten’ by platforms.  We’re really excited to support advice practices large and small with a tailored entry point into managed accounts, by providing them with the capability to tailor portfolios without a full build – and create a way they can benefit from model portfolios, while still using their current approach to portfolio construction as part of their advice proposition.
“The new Blend solution, only available on North, creates opportunities for advisers who don’t fully outsource investment selection to step into model portfolios for the client and adviser benefits.

“North is there to support advisers no matter how they want to build portfolios and we are the only platform with manager-level customisation of model portfolios, accounting for 16% of all advised assets and a fast-growing segment that has been totally untapped by model portfolios to date.”

Edwina Maloney, AMP Group Executive, Platforms said: “At North, we’re focused on helping practices deliver great advice to their clients more efficiently. That’s why we’re thrilled to be extending our collaboration with BlackRock and Lonsec to help more advice practices across Australia bridge the gap between off-the-shelf and fully tailored private label model portfolio solutions.”

“Through this innovative new offer, we’re helping practices accelerate their efficiency by creating tailored, high-quality investment portfolios for their clients which are governed, managed and administered by world class asset managers utilising world class tech.

“In less than four years, our managed portfolios have grown tenfold and continue to be the fastest growing offer in market thanks to the support from our advisers, asset consultants and fund managers we work with.”

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Edwina Maloney

North has taken another step forward in its digital service transformation, delivering a suite of enhancements designed to streamline how advisers manage and action client requests on-platform, as well as improve efficiency.

Designed to uplift the digital experience for advisers, the newly-enhanced Activity Management Dashboard is a centralised tool that enables advice practices to seamlessly manage and track client activities every step of the way.

Advisers and their support staff can view the full status of in-progress activities with their clients, understand what steps are complete and what’s coming next via a workflow progress bar.

For the first time, advisers can upload documents directly to North, send secure messages directly tied to a case and access a full audit trail of updates via the Activity Log. They can also now see an estimated completion date on the dashboard, helping them better set expectations with clients.

These features are designed to reduce follow-ups, minimise delays, and enable real-time servicing without leaving the platform. Improving service outcomes with both digital and human support

North’s digital enhancements are backed by a service model that blends on-platform capability with high-touch support, including:

• A dedicated Australian-based contact centre team supporting advisers.
• Field-based training consultants to help advisers and support staff maximise use of the platform.
• A nationwide network of BDMs to provide ongoing business solutions support
  This combination of digital and human support ensures advisers can work the way they prefer — with full transparency and access to help when they need it.

Built in response to adviser feedback

According to the 2024 Adviser Technology Needs Report by Investment Trends, advisers still rely heavily on emails, phone calls and BDMs for service updates over the last 12 months — with many calling for faster, more proactive digital support.

Over half (53%) said they relied on their BDM for help, followed by email (47%) and online chat (28%) channels of communication.

North’s upgraded digital servicing tools address this directly, offering advisers real-time case visibility, estimated completion dates, and a secure way to action outstanding tasks — all within the platform.

“It’s great having one place where you can see the full history — the status, who’s done what, and what’s next. It’s made things more organised and less stressful,” said Tia Edwards, Client Service Manager, Edge Advisory Partners.

“The progress tracking is really good — you can see exactly where the case is at without having to guess or call up for updates. It’s also really helpful knowing when to expect something to be completed — it sets the right expectations for us and the client straight away.”
North’s expected completion date feature is currently available for advisers performing switch transactions and will be extended to all transactions on platform by the end of this year.

Peter Batsakis, AMP General Manager, Adviser Experience and Digital said: “We’ve received a lot of feedback from advisers over the past year in terms of what really matters to them from a digital service offer perspective and we’re pleased to bring those insights to life with today’s new enhancements.

“These new features not only streamline processes but also empower advisers with the tools they need to deliver exceptional service to their clients. They bring clarity, structure and greater control to day-to-day servicing, helping practices spend less time chasing updates and more time focusing on their clients.”

“We’ve already seen a 35% improvement in task processing efficiency when advisers use the document upload functionality instead of email. It’s a great example of how simple, well-designed digital tools can have a big impact on adviser experience.”

Edwina Maloney, AMP Group Executive, Platforms said: “We want to make North the easiest platform for advisers to do business with.

“These enhancements bring us closer to that vision — they empower advisers with self-service tools, reduce their reliance on emails and calls, and ensure they always know what’s happening with their requests.

“It’s a smarter, more modern way to deliver great service.”

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