Learning centre

Your central resource to help you get the most out of Evolve.

We put advisers at the centre of Evolve's platform design and testing process to deliver an intuitive user experience and the tools you need to provide the best advice experience.

Through our how to video series, you'll see how:

  • Evolve’s functionality makes sense and integrates with your workflows and processes, you won’t have to adapt to the platform.
  • Evolve’s clean interface design is simple and easy to navigate, displaying popular features and allowing you to easily find the tools you need.
  • Getting your team on the platform is easy, with a simple integrated set-up.
  • Getting clients started with Evolve is quick and seamless, with straight through account set-up and two-factor authentication.

How to guides

Registering for data feeds in IOOF Online

How to videos

 

IOOF Online Overview

Overview of efficiencies

 

Reporting and data mining overview

 

Corporate actions

 

Establish an SMSF IDPS individual account

 

Establish an IDPS Corporate account


 

Evolve for clients – supporting your advice

Evolve provides clients with an integrated, feature-rich view of their portfolio and accounts. Through a device-responsive client portal, Evolve provides easy and instant access to account balances, transactions, portfolio position and more.

eXpand online Overview 

IOOF Online overview


evolve migration

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