Increases efficiency for AdviceOS and myprosperity customers through a seamless data integration between the two systems.
Midwinter Financial Services Pty Ltd (Midwinter) has today announced an integration with myprosperity, a market leading client portal solution for financial advisers and accountants.
Advisers using Midwinter’s financial planning solution, AdviceOS, can now pull client data including personal details, entities, associates, relationships, assets, and liabilities from myprosperity into AdviceOS with the click of a button.
The combined power of myprosperity’s custom digital fact find solution, digital document signing and data syncing between the two systems will revolutionise the client experience and boost business efficiency.
Ivon Gower, Head of Product at Midwinter, welcomes the addition of myprosperity to Midwinter’s growing list of partnerships with leading specialist technology providers.
“We are committed to working with technology providers that enhance our offering to the financial advice industry,” said Gower.
“Our partnership with myprosperity supports this broader integration strategy designed to deliver increased value and efficiency to AdviceOS customers by integrating with the industry’s leading solutions.”
Enthusiastic about the partnership, Founder and Executive Director of myprosperity, Peter McCarthy, commented “The integration of our award-winning client portal with Midwinter’s AdviceOS will be a game-changer for progressive firms looking to leverage technology to grow their revenue, increase efficiencies and create a digital presence.”
“We have experienced significant growth in app downloads, digital doc signing, and in-app fact finds highlighting the demand from clients for more digital capabilities to meet their financial needs. Connecting myprosperity and AdviceOS is a win-win for Advisers and their clients.”
The myprosperity integration is available now, on request, to all AdviceOS customers.
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If you’d like to learn more about AdviceOS and myprosperity, attend our upcoming webinar: Overview: AdviceOS & myprosperity Integration.
This is being held on Wednesday May 12 at 2:00pm Sydney/Melbourne time.
Click here to register.
For media enquiries please contact:
Deborah Dalziel | Marketing Manager, Midwinter Financial Services