AMP North partnership on deceased estates

AMP’s North platform is promoting itself as the first wealth platform in Australia to join the EstateXchange network to offer access to simplified administration of deceased estates.
According to North, the estateXchange enables advisers, solicitors, accountants and beneficiaries to upload and share documentation once through a secure digital channel, reducing duplication and improving visibility for all parties involved in managing a deceased client’s affairs.
AMP Group Executive, Platforms, Edwina Maloney said that for advisers using North, the partnership with estateXchange complements existing processes and digital servicing.
“Today’s announcement is all about making it easier to securely share information, provide clearer communication and bring greater structure to the way deceased estate matters are managed.
“This is about supporting advisers to deliver a better experience for families and beneficiaries, while ensuring North continues to evolve as a platform that supports clients through every stage of their financial journey,” Maloney said.
AMP Director, Operations, Platforms, Sharyn Baker said the benefit of estateXchange is that it simplifies document collection and engagement with multiple parties, taking out the friction of what is often a complex and challenging process.
estateXchange co-chief executives, Sarah Moole and Marielle Yeoh said dealing with a customer’s super, investments and other estate-related assets after death remains too fragmented for families and their advisers.
“North joining estateXchange is an important step toward a more secure, consistent and connected way to manage these sensitive matters.
“North’s participation reflects the kind of industry leadership needed to modernise how organisations support beneficiaries and their representatives after a client passes away. We’re pleased to welcome North to the estateXchange network and to work together toward a better experience for families, beneficiaries and professionals.”









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