Cutting edge financial planning technology
⇒ Over ten years in the industry
Midwinter was founded in August 2006 by Julian Plummer, James Murphy and Andrew McClelland with the goal of making the generation of financial advice more efficient and affordable. Since then, we have developed a range of cutting edge financial planning software packages, in particular, our comprehensive advice software – AdviceOS and our Digital Advice Solution.
⇒ We understand financial planners
Our software has a strong emphasis on compliance, practice management, advice generation and client engagement. All of us have backgrounds in financial planning. We know and understand the problems faced by advisers and the hurdles they experience in delivering quality advice to their clients and we are proud that as trusted financial planning professionals, we have been able to provide an advice solution to overcome these obstacles.
⇒ Pushing the envelope – A passion for innovation
We’ve always invested heavily in new technology and we actively position ourselves in the financial planning software space as a market innovator and influencer. In an industry that is always moving, we are excited to be moving with it. We genuinely love what we do – providing our clients with solutions that will improve and enhance the way they generate and deliver advice.
Why choose Midwinter ?
Designed to make the advice process easy
Qualified customer support staff
PROVEN TRACK RECORD
Award winning software
Designed with strict security protocols
Available anywhere at any time
Designed with your compliance needs in mind
Independent from dealer groups and product providers
ENGAGE YOUR CLIENTS
Client focused tools that add to your value proposition