Power your business with an enterprise solution at a practice price
AdviceOS gives practices access to cutting edge technology without the hefty price tag. The modular based approach of AdviceOS ensures practices have access to everything they need and nothing they don’t.
Practice statistics, practice overviews (i.e diagnostics, documents, tasks, auto notifications), commissions etc. AdviceOS has the ability to produce a myriad of detailed reports, including standardised reports on clients, users, products, SoAs (and a whole lot more) in addition to the ability to produce custom reports set by the licensee.
❄ Open architecture
Midwinter’s open API means that our software seamlessly integrates within our approved ecosystem of financial services technology providers.
❄ Sharing clients between advisers within a practice
❄ Sharing clients between advisers and accountants within the same practice
❄ Compliance (FOFA, FSGs, SoA monitoring)
❄ Model portfolios
❄ Email templates
❄ Configurable modular access to functionality
Save time & money on switching & setup
The setup cost of many technology solutions can be crippling for practices. AdviceOS rids business owners of this unnecessary cost by providing them with a solution that is pre-configured and ready to run from day one. Practices migrating to Midwinter’s AdviceOS have access to our efficient and speedy two step data transition process.
Midwinter provides practices with a pre-configured go live solution which can be tailored to meet any business requirements. This means the time taken from sign up to go live is minimal.