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In order to continue to deliver a high level of service and support, IOOF embarked on a program of work to develop Evolve, a technology platform to take us into the future. Through the Evolve platform, we sought to give advisers and clients an enhanced experience with improved features, while remaining intuitive and simple.
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Evolve is a fit-for-purpose, scalable technology platform that is well positioned to continue to adapt and support the changing needs of advisers, and the ongoing transformation of the wealth management industry.
Evolve’s adviser-centred design helps advisers to simplify their day-to-day operations, workflows, and processes. It has been developed to provide advisers with more time and the opportunity to invest in what matters most for their business.
We designed Evolve to provide advisers with the benefits of a modern integrated platform, that is intuitive and easy-to-use, while offering an information-rich experience for more sophisticated needs.
Evolve has been designed in close collaboration with advisers so it works how they work and makes sense with their business processes. Evolve delivers with enhanced features and tools for more effective advice delivery and heightened business efficiency.
To cater to the increased importance of data for the modern advice practice, Evolve offers a comprehensive range of client reports. With Evolve advisers can create custom data sets to support client communication, and access business intelligence to inform operational and strategic decisions.
We’ve drawn on many years’ experience in the financial advice industry to design a platform technology that supports advisers to address the day-to-day challenges of running a practice and offering outstanding service to clients.
We developed Evolve to improve the advice experience for clients – adding more functionality without disrupting their investments or their access to services.
As a client’s wealth grows and their position changes, advisers can transition client accounts seamlessly on the Evolve platform from IOOF Essential to eXpand.