Lifeplan launches investor portal
Australian Unity-owned business, Lifeplan, has launched a new digital product into the market — an online investor portal which it says allows investors to monitor their investments and transact oline.
It said the new product represented a follow-on from the company's successful launch of its Adviser Portal in November 2014 and had followed extensive consultation with advisers and investors.
Commenting on the new offering, Lifeplan head, Matt Walsh, said the portal had been developed in response to adviser and investor demand for the ability to self-service online.
"It has been built with a responsive design and will allow investors to easily view policy information and change contact details via their mobile or desktop," he said.
As with all of Lifeplan and Australian Unity's digital tools, Walsh said the portal had been built with a ‘mobile first' design philosophy.
"Increasingly, Australians are conducting their financial affairs over their mobile phones, and it is paramount that any online initiative adopt this ‘mobile first' design philosophy," he said.
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