Refreshed Expand wrap platform offer
14 Nov 2022
On Monday 14 November, Insignia Financial announced extensive enhancements to its advised superannuation, pension and investment Expand wrap products including a new mobile app, lower pricing, a refreshed brand, more investment and insurance choice and greater flexibility for advisers and their clients to manage their accounts.
As part of its simplification and transformation program, Insignia Financial has introduced a new look and new product names aligned to Expand. The two products now sit under this single identity - the full and sophisticated wrap product offering has been renamed Expand Extra, and IOOF Essential, a simplified wrap product for clients with less complex investment needs, has become Expand Essential. Expand is underpinned by Insignia Financial’s proprietary contemporary platform technology, Evolve.
Cameron Spittle, General Manager Advisory Solutions, Insignia Financial, said the enhancements have been developed in consultation with advisers with an aim to directly meet their evolving needs:
"We are delighted to announce these exciting enhancements to continue to support advisers through the advice implementation process, manage their business, and improve their clients’ investment outcomes and financial wellbeing.
"We have strong momentum in our transformation journey and will continue to invest in, build, and deliver contemporary product solutions and tools."
Read the media release here.