Adds native integration between Midwinter’s financial advice software AdviceOS and Moneysoft’s Fact Find solution.

Midwinter Financial Services Pty Ltd (Midwinter) has today announced an integration with Moneysoft, a provider of client engagement software for financial advisers, mortgage brokers and the financial services industry.

Advisers using Midwinter’s AdviceOS and Moneysoft’s Fact Find solution can now seamlessly push and pull data between the two systems.

The integration allows advisers to select which system they would like as the source of truth for each piece of data, and which data to sync between the systems. This provides a highly granular level of control through a simple integration that eliminates double handling of data.

Steve Davison, Chief Commercial Officer at Midwinter, is pleased to have Moneysoft onboard as Midwinter’s newest integration partner.

“We are committed to providing our clients with choice and flexibility and our growing number of native integration partners is one of the ways Midwinter is achieving that goal. This integration allows advisers who use Moneysoft’s Fact Find solution to seamlessly integrate their data with AdviceOS to make use of its sophisticated financial modelling, product comparison and client engagement features.”

Jon Shaw, Chief Executive Office at Moneysoft, also welcomed the integration with AdviceOS.

“Midwinter’s AdviceOS is the latest addition to the Moneysoft integration library and the Midwinter team have been outstanding with technical support and product collaboration throughout. We are proud to add the integrated fact find capability to our solution stack, which will benefit IFA’s, dealer groups and funds looking to automate and digitise the advice process. This integration is specifically designed to improve completion rates, significantly increase the efficiency of advice delivery, and reward clients and members by compressing the interest-to-execution timeframe. The Moneysoft team is looking forward to work with Midwinter on a number of upcoming deployments”.

The Moneysoft integration is available now, on request, to all AdviceOS customers.

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Upcoming Webinar

If you’d like to learn more about AdviceOS and Moneysoft, register to attend our upcoming webinar: AdviceOS & Moneysoft Integration.

This is being held on Tuesday August 17 at 2:00pm AEST (Sydney/Melbourne/Canberra time).

Click here to register.

Media Contact

For media enquiries please contact:

Deborah Dalziel | Marketing Manager, Midwinter Financial Services

[email protected]

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