Cutting edge financial planning technology

 

⇒ Over ten years in the industry

Midwinter was founded in August 2006 by Julian Plummer, James Murphy and Andrew McClelland with the goal of making the generation of financial advice more efficient and affordable. Since then, we have developed a range of cutting edge financial planning software packages, in particular, our comprehensive advice software – AdviceOS and our Digital Advice Solution.

 

⇒ We understand financial planners

Our software has a strong emphasis on compliance, practice management, advice generation and client engagement. All of us have backgrounds in financial planning. We know and understand the problems faced by advisers and the hurdles they experience in delivering quality advice to their clients and we are proud that as trusted financial planning professionals, we have been able to provide an advice solution to overcome these obstacles.

 

⇒ Pushing the envelope – A passion for innovation

We’ve always invested heavily in new technology and we actively position ourselves in the financial planning software space as a market innovator and influencer. In an industry that is always moving, we are excited to be moving with it. We genuinely love what we do – providing our clients with solutions that will improve and enhance the way they generate and deliver advice.

 

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“Our end goal is to make the lives of planners and their clients easier through our innovative software solutions”

 – Managing Director of Midwinter, Julian Plummer

 

 

Why choose Midwinter ?

ADVICE FOCUSED

ADVICE FOCUSED

Designed to make the advice process easy

CUSTOMER SUPPORT

CUSTOMER SUPPORT

Qualified customer support staff

PROVEN TRACK RECORD

PROVEN TRACK RECORD

Award winning software

SECURITY FOCUSED

SECURITY FOCUSED

Designed with strict security protocols

WEB BASED

WEB BASED

Available anywhere at any time

COMPLIANCE FOCUS

COMPLIANCE FOCUS

Designed with your compliance needs in mind

INDEPENDENCE

INDEPENDENCE

Independent from dealer groups and product providers

ENGAGE YOUR CLIENTS

ENGAGE YOUR CLIENTS

Client focused tools that add to your value proposition

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