North Online

North is a fully functional platform with an online operating model.

The North Online website offers the following features:

straight-through, online processing and applications in real time
real-time share trading with access to corporate actions, up-to-date research and news
ability to transact in bulk for efficiency
create your own model portfolios in minutes, and share them with colleagues
create customised client and business level reports
store correspondence in the Client Filing Cabinet
Personalise your email event alerts
Auto-complete functions, allowing you to select investment or search for clients quickly and easily
Delegate administrative access to your staff
Integrates with major financial planning software (XPlan, VisyPlan, COIN)