New integration will facilitate estate planning conversations, helping advisers strengthen their client relationships and boost revenue.
SYDNEY, NSW: Midwinter, a Bravura Solutions Limited company, has today announced an integration with Inherit Australia, an estate planning platform connecting financial planners and lawyers.
Advisers using Midwinter financial advice software can now seamlessly pull their client data into Inherit Australia.
The Inherit software uses a sophisticated legal bot that replicates the line of questioning of an experienced estate planning lawyer to help advisers navigate estate planning conversations with their clients. This allows advisers to complete the data collection and testamentary wishes process without providing legal advice. The process does not require any prior estate planning knowledge or experience.
The one-way integration from Midwinter to Inherit eliminates the need for double data-handling while ensuring the integrity of client data stored in the Midwinter client profile.
“Advisers already have a trusted relationship with their clients; when it comes to estate planning, it makes sense for them to lead these conversations,” said Andrew Zietara, Head of Product at Midwinter. “This integration builds on our partner ecosystem, providing advisers with increased functionality and efficiency.”
Chris Hill, Legal Co-Founder at Inherit Australia said, “it’s all about deepening the adviser-client relationship; this integration puts the adviser in the box seat and cements them as the lead adviser of their clients and their families in the accumulation, protection and distribution of wealth on death.”
Registration to Inherit Australia is free on a pay-as-you-go plan and provides opportunity for advisers to grow their service offering and create a new income stream. Midwinter’s API integration requires authorisation by account holders, followed by a straightforward web authentication process to connect accounts.
For more details on Inherit Australia’s estate planning platform, visit www.inheritaustralia.com.au. For information about how to set up a Midwinter API with Inherit Australia, visit https://help.midwinter.com.au/portal/en/kb/articles/inherit-australia.
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