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.

Related News:

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.

Related Content

ASIC warns planners on death nomination practices

The Australian Securities and Investments Commission (ASIC) has put the financial advice sector on notice regarding the widespread practice of failing...more

AMP names outstanding planners

AMP Limited has announced the winners of its annual internal awards process for planners and advice practices.The awards applied to advisers and pract...more

10% of advice of significant concern to ASIC

Ten per cent of advice files sampled by the Australian Securities and Investments Commission (ASIC) as part of its focus on the four big banks and AMP...more



Add new comment