MultiGoal provides value-add and efficiency for financial advisers with a simple yet powerful strategic advice tool.
Midwinter, a Bravura Solutions Limited company, has today announced the extension of its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers.
Advisers using Midwinter’s financial advice software can now access the interactive and visually engaging tool to assist their clients in achieving their financial goals, such as paying off their mortgage or saving for a holiday, based on their situation and goal priority.
With MultiGoal, advisers can provide goals-based advice in real-time, including reviewing and prioritising a client’s goals and generating a quick statement of advice. It can be used in front of clients as part of an educational and consultative discussion, showing the value of advice and strengthening advisers’ client pipelines.
The solution uses client financial information to quickly provide strategic direction, with multiple goals, scenarios and trade-offs evaluated in one meeting.
Andrew Zietara, Head of Product at Midwinter says, “At Midwinter we are continuously innovating our software so our clients can provide better financial outcomes. We are pleased to roll out a solution that helps the advice profession showcase the value of advice while reducing upfront costs to deliver this advice.”
“MultiGoal’s easy-to-use interface stands out for its simplicity and its ability to be used in front of clients to show the impact of different goal priorities, allowing for more relevant conversations during client meetings and reduced time and effort to produce a statement of advice.”
MultiGoal is available now following a successful beta trial with Midwinter customers.
For more information on MultiGoal or to request a demo, visit www.midwinter.com.au/multigoal.
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Marketing Manager, Midwinter Financial Services
About Midwinter Financial Services Pty Ltd
Midwinter Financial Services Pty Ltd (Midwinter) is an innovative provider of financial advice software. Based in Sydney, Australia, Midwinter was founded in 2006 and acquired by Bravura Solutions Limited in August 2019.
Midwinter’s cloud-based software solutions improve efficiency, scalability, compliance, and client engagement for hundreds of Australia’s leading advice practices, dealer groups, wealth management and superannuation firms.
Our solutions meet the evolving needs of the advice industry, its consumers, and the professionals who provide financial advice.
About Bravura Solutions Limited
Bravura Solutions Limited is a leading provider of software solutions for the wealth management, life insurance, and funds administration industries. Our solutions are underpinned by functionally rich technology that enables modernisation, consolidation, and simplification. Our software solutions enable our clients to increase speed to market, provide a seamless digital experience and address ongoing changes in financial services regulation. Backed by over 30 years of experience, our on-premise, managed, hosted and cloud solutions are used by many of the world’s leading financial institutions, who entrust trillions of dollars in assets held in accounts to our systems. We support our clients with a team of more than1,500 people in 17offices across Australia, New Zealand, United Kingdom, Europe, Africa, and Asia.
To learn more, visit www.bravurasolutions.com.