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
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
