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.”

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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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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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