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Evolve

Taking the hassle out of platform technology

Introducing Evolve

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?

Request a call

 

Evolve Learning Centre

Visit the dedicated Evolve Learning Centre to find out more about how Evolve works. Watch our easy-to-follow ‘how to’ video series and find out what migration means for you and your clients.
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Migration

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.

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FAQs

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
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
Yes, the migration will require IOOF Pursuit products to be closed to new business on 1 October 2021.
We have developed a series of FAQs to support you through the migration. If you have further questions please contact your Client Solutions Manager 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.