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. 

Midwinter’s comprehensive financial advice software provides sophisticated financial modelling, practice management and client engagement tools, to simplify how you provide advice.

Scroll down to find out more.

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.

CRM MODULE

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.

PRODUCT MODULE

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.

INSURANCE MODULE

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.

STRATEGY MODULE

Conduct comprehensive financial strategy reviews

Extensive modelling tools for transitions, contribution, retirement and advice strategy generation.

ADVICE DOCUMENTS

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.

DATAFEEDS

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.

Don’t miss out! Register for our EOFY offer before 30 June 2022 to be eligible.

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