Register for our upcoming Lunch & Learn!
Managing advice across multiple entities shouldn’t slow you down, it should strengthen the advice you give.
In this Lunch & Learn, we’ll take you inside AdviceOS to show you exactly how cashflow and capital modelling works across complex entity structures. Whether your clients are operating through family trusts, companies, or a mix of both, this session will help you set up, model and present their financial position with confidence.
What We’ll Cover in 60 Minutes:
- Setting up and managing entities correctly in AdviceOS (creating different types of entities, assigning ownership of assets and liabilities to entities, linking entities, managing income and expenses at an entity level)
- Cashflow modelling across entities (how cashflow is represented, consolidated vs individual entity views) with practical examples.
- Capital position and reporting (viewing net wealth across entities, asset allocation by entity, understanding limitations that are non-property specific modelling, using outputs for client conversations and advice documents)
- We will close with a Q&A for you to directly ask questions and have them answered in real-time.
Who Should Attend
This session is designed for financial advisers who are already using our Midwinter AdviceOS solution and want to build confidence working with complex client structures. Whether you’re new to entity modelling or looking to sharpen your approach, you’ll leave with practical skills you can apply straight away.
Your Presenters
Akansha Garg and Steffi Sendecki from the Midwinter team will lead the session, walking through live demonstrations in AdviceOS and answering your questions at the end.
