New Adviser Portal a game changer for independent financial advisers
14 September 2023
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IFAs can use Aware Super’s new Adviser Portal for a wide range of functions, with more to follow.
Aware Super’s new Adviser Portal has transformed the way independent financial advisers (IFAs) interact with the fund, setting a new standard for profit-to-member funds in providing seamless functionality and ease of use.
The portal delivers a suite of striking features to help planners deliver exceptional service to their clients, supporting their businesses at a time when there’s a desperate need in Australia for more financial advice.
IFAs can use the portal for a wide range of processes, including changing investment options and managing contributions and other transactions on behalf of their clients who are among Aware Super’s 1.1 million members.
Aware Super’s Head of Business Development, Natalie Jarvis, said the launch of the portal marked a revolution in the way IFAs could work with profit-to-member funds.
”This has changed the proposition for IFAs, simplifying transactions, communication processes and other tasks and putting invaluable information at their fingertips to help them provide that outstanding service,” Ms Jarvis said.
“IFAs play such a critical role in the advice ecosystem, so we’re delighted to have rolled out the portal to support them and help with the crucial service they provide. The portal is testament to our commitment to support IFAs for the long term.”
Among the functions available through the new portal, advisers can:
- View their client dashboards
- Change investment options for clients
- Manage client contributions
- Track actions requested on behalf of clients
- Request a withdrawal benefit quote
- View clients’ Centrelink payment schedules
Ms Jarvis said even more functionality would follow. “We’ve launched the portal as an integral part of our comprehensive digital transformation project, and we’re really just scratching the surface of the benefits it will deliver,” she said.
”Advisers will soon be able to use the portal to set up new accounts for clients, enabling them to be digital first and less reliant on call centres. Of course, for those who want extra help, Aware Super has a dedicated business development team and call centre support team specifically for registered IFAs.”
The advice industry had been through a period of significant regulatory change, and all the while, demand was stronger than ever, fuelled by changing demographic, employment and retirement trends and rising living costs, Ms Jarvis said.
“Given these dynamics, there’s a critical need for financial advice to be more readily available in Australia,” she said. ”We see time and again how the right advice at the right time has a life-changing effect on our members, and we’re doing everything in our power to ensure that advice is as accessible as it can be, and to support those who provide it.
“We pride ourselves on not only being one of Australia’s best-performing super funds, but also being super helpful – to our IFA partners, just as we are to our members and employers. The new Adviser Portal is a wonderful example of how we’re being just that.”.
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