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Evolve

Taking the hassle out of platform technology

The Evolve platform provides access to a range of solutions including the eXpand and IOOF Essential product suites. IOOF’s existing investment platforms have been simplified and consolidated, and client accounts migrated to the Evolve platform. At its heart, Evolve is about the ease of use; delivering all the benefits of a modern technology platform without complexity or hassle.

Evolve. A platform that’s simpler. And faster. And Easier to use. A platform that puts time back in your day so you can focus on your clients.
Evolve is designed for today’s world, and tomorrow’s – whatever that might look like.

Looking for more information about Evolve?

Our knowledgeable team is here to help.

Request a call

  • Find out more about
  • The Evolve story
  • Migration
  • eXpand
  • IOOF Essential
  • IOOF Online

Evolve has been designed in collaboration with advisers to simplify their day-to-day operations, workflows, and processes.
The Evolve Story
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The wait is over. You can now manage all your accounts with us on the eXpand and/or IOOF Essential products on our Evolve technology platform. This means the transaction freeze is over and you can access and transact on all your accounts in Evolve.

 

Migration Faqs

eXpand is IOOF’s full-service wrap solution, providing access to a wide range of investment options, and allowing you to build and administer customised portfolios.

eXpand
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IOOF Essential is a cost-effective wrap solution that provides true diversification – across multiple managers, investment styles and asset classes.

IOOF Essential
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IOOF Online is the gateway into Evolve, providing a secure, easy to use and intuitive online environment to administer your client accounts on eXpand and IOOF Essential.

IOOF Online
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Evolve Learning Centre

The dedicated Evolve learning centre is the home of how-to videos and sneak peeks.

Find out more

Migration

Migration from our heritage systems is occurring throughout 2021 and set to complete in December.

As we approach the various stages in the transition, we will communicate details with you via email, including any actions you need to undertake.

FAQs

The migration moved clients to a single, contemporary, platform technology solution, which is owned by us. The migration will ensure we have greater focus to deliver efficiencies that matter to you and your clients.

With your help, we have designed our operating model around servicing you and your clients. We understand it is critical to create efficiencies that are sustainable and provide us with the ability to innovate together.

The migration has occurred in two phases throughout 2021.

Phase one was completed on 11 June 2021 and included the following products:

  • IOOF Pursuit Focus
  • IOOF Portfolio Service
  • IOOF Portfolio Service Wholesale
  • IOOF Portfolio Service for Count
  • IOOF LifeTrack
  • Bendigo Financial Solutions
  • Financial Partnership Portfolio Service

Phase two was completed on 3 December 2021 and included the following products:

  • IOOF Pursuit Select
  • Annex - IOOF Pursuit Select
  • IOOF Pursuit Select for Count
  • IOOF Pursuit Select for Plan B
  • Annex - IOOF Pursuit Focus
  • IOOF Pursuit Focus for Infocus
  • IOOF Pursuit Select for Infocus
  • IOOF Pursuit Core
From To When
IOOF Pursuit Focus IOOF Essential June
IOOF Portfolio Service eXpand June
IOOF Portfolio Service Wholesale eXpand June
IOOF Portfolio Service for Count eXpand June
IOOF LifeTrack eXpand June
Bendigo Financial Solutions eXpand June
Financial Partnership Portfolio Service eXpand June
IOOF Pursuit Select eXpand December
Annex - IOOF Pursuit Select eXpand December
IOOF Pursuit Select for Count eXpand December
IOOF Pursuit Select for Plan B eXpand December
IOOF Pursuit Select for Infocus eXpand December
Annex - IOOF Pursuit Focus IOOF Essential December
IOOF Pursuit Focus for Infocus eXpand December
IOOF Pursuit Core eXpand December

Information about sending up to date information regarding your clients’ portfolio from Evolve to third-party financial planning tools can be found here.

Yes, IOOF Pursuit products are now closed to new business.
We have developed a series of FAQs to support you through the migration. If you have further questions please contact our Advisory Solutions Team or alternatively send an email to advisersupport@ioof.com.au.

A simple, consistent experience for clients throughout their journey

Designed for how you operate day-to-day, Evolve supports a high-quality user experience for you, your team and clients.

Evolve provides access to eXpand and IOOF Essential, allowing a seamless journey for your clients as their wealth and needs grow.

eXpand IOOF Essential
Create customised portfolios
Wide range of investment options allows you to build and administer customised portfolios.
Professionally constructed portfolios
Cost effective solution that provides true diversification – across multiple managers, investment styles and asset classes.
Fee aggregation across 6 accounts
Interactive client engagement tool providing greater transparency and deeper insights
 IOOF Online

 

 

Your intuitive online experience.

  • Online trading including contra-trading
  • Comprehensive reporting and data mining
  • Two-factor authentication
  • Advanced search
  • Online forms

MySuper | Super | SMSF | Pension | IDPS

Everything you need, in one place.

Integrated retail and group insurance

Easy life stage transition

If your clients needs change, they can easily move between IOOF Essential and eXpand, without having to sell assets due to the platform’s smart trust structure.

More information

We are here to support you.