Welcome to the Evolve Hub, your go-to destination for information and resources about Evolve, the new, modern technology platform that powers IOOF’s superannuation and investments products.
Throughout 2021, IOOF’s existing investment platforms will be simplified and consolidated, and client accounts migrated to the Evolve platform. The Evolve platform provides access to a range of solutions including the eXpand and IOOF Essential product suites. At its heart, Evolve is about ease of use; delivering all the benefits of a modern technology platform without complexity or hassle.
Looking for more information about Evolve?
Evolve Learning Centre
Migration from our heritage systems is occurring throughout 2021, with phase 1 completed in June. Phase two is set to complete in December 2021.
As we approach the various stages in the transition, we will communicate details with you via email, including any actions you need to undertake.
The migration will move 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 is occuring in two phases in 2021.
Phase one 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 is planned for 3 December 2021 and will include 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
|IOOF Pursuit Focus||IOOF Essential||June|
|IOOF Portfolio Service||eXpand||June|
|IOOF Portfolio Service Wholesale||eXpand||June|
|IOOF Portfolio Service for Count||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|
Learn more about the migration
|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|
Your intuitive online experience.
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.
We are here to support you.