Midwinter’s Client Manager

 

Midwinter’s Client Manager is a completely web based client relationship management system (CRM) that provides financial services licensees and advisers with the processes and automation required to control and grow your business.

Client Manager is integrated around a central CRM – providing a standard operational platform for all advisers, and simplifying the monitoring processes for financial services licensees. Client Manager is flexible – you remain in complete control of everything, from your data through to your own look and feel.

 

 

factfind3Login to Midwinter’s Client Manager

To login into Midwinter’s Client Manager please click here.

 

fofa1Application forms

Midwinter’s Client Manager (CRM) – application pack

Applications require this form below to be filled out completely.

Application form

 

adviceos1Useful Documents

Getting started with Client Manager

Acceptable Use Policy

Terms and Conditions (EULA)

Third Party Terms

Client relationship management

  • Client search
  • Create client
  • Client summary
  • Workflow systems
  • Information manager
  • Assets & liabilities
  • Reporting
A simple but comprehensive client relationship management (CRM) system is vital to any financial planning practice.

Midwinter’s Client Manager enables financial advisers to manage both their client information and their practice

Portfolio management

  • Approved product List
  • Managed investments (Morningstar)
  • Equities (Aspect Huntley)
  • Announcements
  • Data feeds
Client Manager’s Portfolio Management tool supersedes existing financial planning software in terms of the standard of data feeds, portfolio management, and reporting.

Client Manager’s Portfolio Management tool enables financial advisers the following capabilities:

Client access

  • Online client access
  • Secure logins
  • Customised screens
Through Client Manager, the financial planning practice’s clients are able to view their financial position including existing portfolios, income and expenses and assets and liabilities. They are also able to update personal details through client access including alterations to their Fact Find.

Client access is free for all clients of financial planning practices utilising Midwinter’s Client Manager.

FOFA Tools PF+ 3.0

  • Brokerage fee matching to CRM client data
  • Client fee statement of account
  • FDS management & bulk FDS
  • CSA management
  • File Note upgrade
  • Opt-In and FDS traffic lights
In addition to the current Midwinter Client functionality Version PF+ 3.0 will have a number of FOFA compliance tools.

The tools will help you practice comply with the new regulations.

Practice management

  • Professional standards & compliance
  • Practice administration
  • Practice management
  • Forms and templates
  • Workflows
Financial advisers will be able to enhance the operational efficiency of their practices dramatically with Client Manager’s practice management system.

Through the practice management tools, management will be able to monitor and control their business.

AFSL Dealer management

  • Statement of advice
  • Financial fact find
  • Approved product list
  • Practice workflow
  • Correspondence
  • Compliance
Dealer groups will be able to control, assist, train and monitor financial advisers within their dealer group through the AFSL dealer management tool in Client Manager.

This will only be made available to dealer groups who have significant numbers of financial advisers using Midwinter’s Client Manager.
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