Advisers using the platform now have access to an external assets report that can now include investments in direct shares and managed funds not offered by MLC.
The transaction functionality has been enhanced to include Regular Switch, a feature that allows advisers to automatically change a client's investment option strategy on a monthly or quarterly basis over a five-year period. In addition, pension information can be updated and clients can view any correspondence from 2008 onwards, and access annual and quarterly tax and pay-as-you-go statements in soft or hard copy.
