Financial services firm Centrepoint Alliance has developed its own configured and branded client interface, Compass Online, as part of the continuing evolution of its advice technology platform, Compass.
The new interface was designed by Centrepoint’s advice technology team in consultation with advisers, and utilises proven technology available in XPlan. It was designed to help advisers deliver a great client experience in an efficient, compliant and engaging way.
Paul Cullen, Head of Advice Services at Centrepoint commented, “Advice firms are struggling to invest sufficient resources to provide their clients and staff with the modern digital experience expected today. Compass Online allows firms to outsource the development and maintenance to an industry leading solution and get on with the job of servicing their clients.”
Fully responsive and optimised for mobile, the new online interface will provide clients with a login to a personalised portal with information on their portfolios, assets and goals. It will give clients the flexibility and convenience of viewing their wealth information online via any connected device, as well as providing engaging content and up-to-date news. It enables digital signatures and positions the platform for scaled advice tools due to be released later this financial year.
The online solution focuses on delivering a simple, uncluttered interface and gives individual firms the ability to customise with their own branding and colour scheme.
Paul Wright, Managing Director and Principal Adviser at Innovus Advice was one of a team of pilot users and assisted with the design of the new interface.
“Compass Online is a value-add for both advisers and their clients,” Paul said.
“Central to the development of this solution was our understanding that clients typically access information online, and in their own time. By providing them with an online access portal, it makes it easier for clients to communicate with their adviser at a time that suits them.
“For advisers, the new online interface allows them to provide information to their clients without all the security issues associated with emailing sensitive documentation. It eliminates the need to send paper-based reports, and it also facilitates clients being able to update their information online.
“Centrepoint continues to invest substantial time and resources into delivering a leading solution to its advisers and their clients,” Paul said. “It truly raises the bar in the way services are being delivered to clients.”
Managing Director John de Zwart said the guidance and involvement of Centrepoint’s adviser community is critical to ensuring its technology solutions remain leading for advice firms and their clients.
“This new solution demonstrates Centrepoint’s commitment to investing in leading edge technology,” Mr de Zwart said. “We will continue to develop innovative services and solutions to enable advisers to provide the best quality advice and service while also running efficient and profitable firms.”
Source: Centrepoint
