Engaging your clients in a digital world
Midwinter’s client engagement approach
Technology is changing the way that individuals engage with their finances. As your clients move further into a digitally operating world, Midwinter has ensured through our range of online client engagement tools that you can interact with your clients using the latest technologies available. Our client engagement tools are designed to enhance an adviser’s value proposition in a post FOFA world.
The AdviceOS Client Portal
The AdviceOS online client portal allows your clients to log in remotely to their own private account and access a range of features –
- secure client access to a number of of engagement calculators (calculator activity is logged on a per client bases within AdviceOS)
- adviser customisation and contact details
- access to client documents
- client report generation
- general settings and assumptions page that can be set by the adviser or the client
The Client Portal is supported on all modern mobile devices and tablets.
Midwinter has developed automated algorithm based applications for advisers, allowing you to provide a service to your clients where they will be able to undertake simplistic strategies using their digital device of choice.
As architects of award winning financial planning software – AdviceOS, Midwinter is excited about offering a new means of financial advice delivery that will expand your service offering. Naturally, our stand alone Digital Advice Solution will be completely compatible with our existing software- sharing a database, modelling tools and client portal with AdviceOS.
For more information on our Digital Advice Solution, please click HERE
Client Engagement Calculators
All client inputs into the online engagement calculators can be viewed by their adviser at any stage. Once viewed, the adviser can then “accept” or “reject” the client inputs. Once “accepted” the adviser can use this information within the other modelling modules within AdviceOS. This gives advisers using AdviceOS a powerful advantage when it comes to ensuring that the client is engaged within the advice process in a post FOFA world.
See our list of calculators available within the Client Portal below –