Advisor Portal Walk-through Video 2016

/ Full Video

We’ve been busy making some important updates and adding new features to our Advisor Portal over the last few weeks.

Some of the recent updates include:

  • A more flexible task screen with additional filters
  • The ability to upload documents without responding to a task
  • Easy access to your clients’ documents
  • Direct links to your clients’ online SMSF reports
  • SMSF establishments
  • SMSF transfers
  • Pension establishments and commutations
  • Investment strategy generation
Watch in sections

WATCH THE VIDEO IN SECTIONS BELOW

OVERVIEW

TASK SCREEN

RESPONDING TO A TASK

UPLOADING DOCUMENTS

DOCUMENT MANAGEMENT

END OF THE VIDEO

/ Contact Us

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Find Us

Level 1, 10 Short Street, Southport QLD 4215.

Call us

1300 362 943

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