Axa Australia (Axa) has added new functions to its flagship Summit platform to make it easier for advisers to use.
Axa said Summit will now let advisers create client reports online and let them view timeframes of the report.
The report can be saved as a template so it can be re-used as a base for other client reports.
The platform will also let advisers compare clients’ portfolio performance to indices and enables them to chart clients’ account balances.
Advisers can download copies of reports and send it to clients electronically.
Late in 2006, Axa pledged to spend $15 million to improve Summit’s functionality.
The platform has $16.8 billion in funds under management. It provides a range of products including managed funds, direct assets, superannuation solutions and insurance.
