We're constantly looking at ways to enhance our platform and improve the experience for our customers. Our recent focus has been improving online individual client creation – bringing a refreshed new look and intuitive design intended to simplify client creation, speed up account opening times and minimise the risk of errors.
Over the past year, we’ve been speaking with advisers and their support teams to understand how to make FirstWrap more flexible, intuitive and easy to use.
Based on this valuable feedback, we’re excited to deliver new enhancements to the online individual client creation process, in an iterative approach to providing our customers with a suite of platform improvements over the next 12 months.
With the latest enhancements launching on Thursday 29 July 2021, customers will experience a range of benefits, including:
- A refreshed new look and intuitive design, creating an efficient client creation experience.
- The use of intelligent form design to reduce data errors, rework and manual processes.
- The removal of unnecessary mandatory fields to minimise data entry and speed up application times.
- Pre-population of member information fields to minimise the need to enter the same data twice.
Schedule a demo to learn more
If you’d like to learn more about our latest platform enhancements, please contact your local Business Development Team.
We welcome your feedback
Customer feedback is essential for the continuous improvement of FirstWrap. Available from Friday 30 July 2021, we invite you to provide feedback on our latest enhancements via the ‘we’re listening’ section on the welcome page of the platform.
ADVISER USE ONLY
This information has been prepared by Avanteos Investments Limited ABN 20 096 259 979, AFS Licence 245531 (AIL) based on its understanding of current regulatory requirements and laws as at July 2021. Colonial First State Custom Solutions is the registered business name of AIL. AIL is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 which includes FirstWrap Plus Super and Pension, and is the operator of The Avanteos Wrap Account Service which includes FirstWrap Plus Investments. AIL is owned ultimately by Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank). The Bank and its subsidiaries do not guarantee the performance of AIL products or the repayment of capital by AIL.
While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including AIL, nor any related parties, their employees or directors, accepts responsibility for any loss suffered by any person arising from reliance on this information. This document contains general information strictly for adviser use only and is not to be handed to any investor. It does not take into account any person’s individual objectives, financial situation, needs or taxation circumstances. You should read the relevant Product Disclosure Statement (PDS) or Investor Directed Portfolio Service Guide (IDPS Guide) before making any recommendations. Investors should read the relevant PDS or IDPS Guide before making an investment decision and consider talking to a financial adviser. Investors can obtain FirstWrap PDSs and IDPS Guides from their adviser or firstwrap.com.au.
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