New Releases
Betashares Direct Investment Account - You can now open a new Betashares Direct Investment Account for SMSFs,Trusts and Companies directly through the NowInfinity platform. This saves time by filling key details through the setup journey, helping you progress your client’s investment account application in one seamless digital experience, without separate paperwork or face-to-face steps.
For more information on how to get started click here.
Fixes and enhancements
Identity and Verification (ID&V) - Track ID&V client emails with less manual effort and more confidence. ID&V emails now use your NowInfinity account’s email settings and are recorded in the Outgoing Correspondence page, giving you one place to manage client communications and support a consistent, compliant verification process.