We want YOUR thoughts on Robo-Advice

The Robo-Advice Survey

The ifa Business Strategy Day is just around the corner, and Midwinter’s Managing Director – Julian Plummer will be there discussing the Robo-Advice invasion. In the lead up to the event, we are asking planners to share their candid opinions on this impending game changer which has the potential to ‘disrupt’ the industry.

For those of you who are unfamiliar with the term, a Robo-Adviser is an online advice service that provides automated, algorithm-based portfolio management and investment advice without the use of human financial planners.

It’s a topic which is bound to cause some controversy, and we know that there are many of you who hold strong views on the theory of automated advice.

This is a quick multiple choice survey, with an opportunity to leave your added comments at the end and should only take about 3-5 minutes.


Every planner who takes part in this survey will go in the draw to win an Apple iPad Air Wifi 32GB!

We appreciate your input and look forward to poring over the results.

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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