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
Far too few wealth managers are capitalising on the opportunity presented by disruptive technology to deliver personalised investment solutions to the mass affluent demographic, according to PwC.
With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advice practices.
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
ASX-listed platforms HUB24, Netwealth, and Praemium have used their AGMs to detail how they are using artificial intelligence to improve their processes and the innovative opportunities it presents.
