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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.
Our knowledgeable team is here to help.
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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.
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.
IOOF Essential is a cost-effective wrap solution that provides true diversification – across multiple managers, investment styles and asset classes.
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.
The dedicated Evolve learning centre is the home of how-to videos and sneak peeks.
Migration from our heritage systems occurred throughout 2021, completing in December. If you have superannuation clients whose accounts were migrated, it is important that you remind them to update their USI with their employers. Find out more here.
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:
Phase two was completed on 3 December 2021 and included the following products:
Information about sending up to date information regarding your clients’ portfolio from Evolve to third-party financial planning tools can be found here.
Learn more about the migration
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.
Your intuitive online experience.
MySuper | Super | SMSF | Pension | IDPS
Everything you need, in one place.
Integrated retail and group insurance
We are here to support you.