OnePath launches OneView Life
OnePath has launched an online application called OneView Life, which allows financial advisers to see client and policy information for their inforce books in real time.
OneView Life is an extension to the existing 'application tracking' system, which lets financial advisers see the status of all their applications in suspense.
The application was launched after OnePath identified growing demand for fast technology solutions in the world of financial advice, according to head of retail product, marketing and reinsurance - Gerard Kerr.
"In a post-FOFA [Future of Financial Advice] world, ongoing advice is going to become an even more important part of an adviser's value proposition," Kerr said.
"That's why it's so important for advisers to be able to see their whole inforce book and more easily identify advice opportunities.
"An example of this is that financial advisers can now view a list of all the clients who are renewing in the next month, and provides an opportunity to proactively invite those clients in for a review," he added
The new application applies to OneCare and World of Protection inforce books and allows financial advisers to manage applications in suspense, access information about inforce policies and run reports to improve client management.
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.
