AMP launches new iPad app for FAN advisers



AMP has made a new iPad app available to its Financial Advice Network (FAN) advisers.
According to AMP Financial Advice Network director of advice and licensing Simon Wallace, the Evolve app will help FAN advisers deliver professional 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," Wallace said.
According to AMP, the app allows advisers to create clients profiles; captures clients' personal information and creates an initial advice agreement; includes risk profiling tools and calculators; and is a central location to store documents.
"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," said Wallace.
Recommended for you
Results are out for the latest sitting of the ASIC financial advice exam, with the pass rate falling for the second consecutive sitting.
Adviser losses for the end of June have come in 143 per cent higher than the same period last year, and bring the total June loss to over 350.
ASIC’s enforcement action is having an active start to the new financial year, banning a former Queensland financial adviser for 10 years in relation to fees for no service conduct.
ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay.