Get 2 months free software access, basic data migration and a 1-hour training session with our 2022 EOFY offer*.
Is technology a challenge in your practice? With our 2022 EOFY offer you can enjoy access to Midwinter’s market-leading financial advice software with cost savings and support to help onboard your practice, advisers and support staff.
As a provider of innovative financial advice technology, Midwinter understands the challenges advice practices experience when it comes to setting up an effective tech stack for their business.
That’s why, for a limited time, we are offering 2-months access to our financial advice software, basic data migration and a 1-hour training session at no cost*. With our 2022 EOFY offer, you can move to the software you need to remain competitive with minimal cost and disruption to your business.
We know that making a technology change in your business is a big decision, so we’re giving you until 30 September 2022 to sign and start your contact. However, you must register your interest by 30 June 2022 to be eligible.
*Offer is only valid for new clients that sign up to a 12-month AdviceOS contract with a total of 3 or more modules per user and includes a 16.67% discount on AdviceOS access for the first 12-months (this is equal to 2 months free access to AdviceOS over the 12-month period), free basic data migration and one free 1-hour online training session. This offer is non-transferable and not valid in conjunction with any other offers or discounts. Interest must be registered via the form on this page by 30 June 2022. The contract must be signed and start no later than 30 September 2022.
Everything You Need to Provide Great Advice
Midwinter’s financial advice software provides end-to-end client management, research, modelling, advice generation, and compliance capabilities.
Our modular approach allows you to pick the modules you need for your practice now and scale these to meet the changing needs of your business.
Manage client relationships and compliance
The comprehensive AdviceOS CRM provides everything you need to track and manage client relationships, as well as advice specific reporting and compliance management such as FDS.
Compare products and analyse client portfolios
Analyse client needs, compare products and determine their optimal portfolio while also meeting your best interests duty for your clients.
Ensure clients have the right insurance for their needs
Analyse client needs, compare insurance and determine the best product choice while also meeting your best interests duty for your clients.
Conduct comprehensive financial strategy reviews
Extensive modelling tools for transitions, contribution, retirement and advice strategy generation.
A simple and customisable advice document solution
Legal-reviewed advice document templates that are regularly updated in line with legislative changes and offer cost and customisation options to suit your business.
MULTIGOAL MODULE (BETA)
Provide real-time multi-goal advice
Engage your clients by evaluating multi-goal scenarios in real time, and create a comprehensive goal map for your clients in a single meeting.
KEY RISK INDICATOR SOLUTION
Stay on top of your compliance and reporting obligations
Create alerts based on indicators of possible issues, monitor these on a daily or real-time basis and quickly address any potential breaches from your customised dashboard.
CLIENT PORTAL MODULE
Keep clients informed and engaged
The digital client portal provides a comprehensive fact find, objectives builder and document sharing to keep your clients informed and engaged in between meetings.
Link directly to the information that matters
Connect to over 600 data feeds in Australia with InvestmentLink, an independent data repository that fully services all sectors of the financial market.