Having an open API means that Midwinter is able to partner with other technology and research providers so that our users have access to an exclusive software ecosystem of the highest quality. Below are some of the companies that Midwinter has partnered with –
Morningstar is a leading global provider of investment research. AdviceOS has incorporated Morningstar Fund data feeds in order to provide comprehensive, reliable, up-to-date data, ratings and information for over 6000 managed funds available within Australia.
Class Super is the leading cloud software for administration of SMSFs.Super fund information from Class can be imported into Midwinter's AdviceOS. This reduces double entry and increases the accuracy of the advice modelling.
L4AMidwinter has developed an exclusive partnership with Licensing for Accountants to provide compliance and advice technology for limited licence holders.
Licensing for Accountants (headed by CEO, Kath Bowler) supports accountants who are moving – or want to move – from compliance to advice.
Midwinter has worked with Licensing for Accountants to create additional functionality and resources within its AdviceOS system to cater for both unlicensed accountants and licensed accountants with Limited Licences.
Midwinter’s insurance research is outsourced to Rice Warner, an Australian-owned firm. Rice Warner differentiates themselves through the provision of high quality independent advice through our experienced consultants.
Since 2009, Rice Warner has been providing Midwinter with ongoing insurance research,powering the insurance product comparisons, premium quotes and benefit research provided through AdviceOS.
Included in the data feed are the insurance features and premium for the retail risk products of 16 insurance companies (covering over 95% of the current retail market) and around 200 superannuation risk products (including insurance on Wraps). The data also has an extensive list of legacy insurance and inside of super insurance products.
Investmentlink is a portfolio data collection, reporting and information distribution service for financial planners, software companies and advisory groups. They provide automated data consolidation from any number of product providers with full account detail into a centralised database for client reporting, management reporting and compliance purposes.
CashDeckCashDeck controls all your financial accounts (bank, credit cards, mortgages, super and more) from one portable place - mobile, tablet or desktop.
XeroXero is a New Zealand-based software company that develops cloud-based accounting software for small and medium-sized businesses.
The integration between Xero and Midwinter will enable financial advisers to oversee their clients' accounts more efficiently and help the clients manage their cashflow anywhere, anytime.
SuiteBoxSuiteBox transforms customer interaction with intuitive video and telephony, document collaboration, selective recording and real-time signing, helping you accelerate and close business using the full power of mobile and desktop devices.
Midwinter have integrated with Suitebox, allowing our users the option of carrying our video meetings online and provide virtual advice. This means that you will have the ability to hold video conferences and remote meetings with clients who are not able to make or would prefer not to have a face-to-face meeting.