Created by financial planning experts for AFSLs, financial planners, paraplanners and accountants, Midwinter’s AdviceOS is an industry awarded advice modelling and CRM solution.
What’s so different about AdviceOS?
We have developed simple functionality whilst utilising the very latest in cloud computing technology, to provide advisers with a fully featured software system which integrates seamlessly with other selected relevant programs (for more on the AdviceOS open API ecosystem click HERE).
When developing AdviceOS, Midwinter focused on the needs of the entrepreneurial financial adviser – giving access to vast array of product, strategy and client management tools.
Software you will use
AdviceOS has been designed to take the complexity out of financial advice generation. It’s simple to use and fully configurable – giving you the ability to build your own tailored package of modules and templates in line with the individual needs of your business. It offers a range of intuitive and highly sophisticated advice modelling tools which simplify the advice process whilst allowing you to provide your clients with quality advice, quickly and cost effectively.
It is this state-of-the art software offering that gained Midwinter the accolades of Software Innovator of the year and FinTech company of the year (Business Excellence) in the 2017 FinTech Business awards.
With AdviceOS you will
❄ manage your clients efficiently
❄ engage your clients intuitively
❄ generate advice rapidly
❄ handle your compliance obligations quickly
Features and capabilities
AdviceOS is an all-encompassing advice solution, providing users with a diverse range of capabilities from Client Relationship Management, complete advice and strategy modelling to Digital Advice. As an AdviceOS user you will have access to a solution which includes:
❄ Complete CRM – file notes, document storage,workflows,campaigns,fact find
❄ Opt-in, FDS, commissionfeeds and insurance management
❄ Best in market productand platform comparison and projections
❄ Cashflow and capital for full and scaled advice modelling with SoA generation
❄ Online fact find via a secure a clientportal (for both client and adviser)
❄ Online engagement calculators that are shared between client and advisers
❄ Licensee compliance monitoring of authorised representatives as well as centralised control of settings and user management
❄ Integration with other solution providers such as Practifi, MSDynamics, MuleSoft, Suitebox, ClassSuper, Omnilife
❄ Accounting modules for unlicensed,limited and full licensed accountants
❄ Digital Advice (advice delivered online) – providing your clients and potential clients with a low touch, scalable form of engaging with you and their finances (For
more information on this, click HERE)
Detailed information about the features and capabilities of AdviceOS, including advice modelling capabilities, client engagement tools, online fact find, datafeeds (as well as tailoured versionS of AdviceOS for Advisers, Accountants and Superannuation funds) can be accessed in the AdviceOS drop down box at the top of the menu.
Hosting and security
Midwinter has partnered with the high speed Amazon Web Service (AWS – world’s largest provider of online solutions) to host AdviceOS in the cloud. There are several benefits in doing this:
❄ Scalability – capacity to the web servers can be scaled up or down within minutes,
❄ Backups – an online mirror (backup) of the live client database is made in real time
❄ Security – safeguard your information while enabling the benefit and value of cloud computing.