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
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.
CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves.
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they navigate clients through the shifting landscape.
