Take your practice into the digital age with simple, fast and powerful advice software.
At Midwinter, we're focused on staying at the forefront of the changing advice landscape to make sure you have the tools you need to provide great advice. AdviceOS is designed to suit the way you do business and simplify how you deliver advice.
Sign-up for AdviceOS before 30 June 2020 and you'll get 3 months free, free data migration and a free SOA template on a 15-month contract.*
*Offer valid for new clients only. This offer is not valid in conjunction with any other offers or discounts. The contract must be signed by 30 June 2020 and start no later than 1 July 2020. The SOA template is limited to 10 hours of customisation.
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.
Analyse client needs, compare products and determine their optimal portfolio while also meeting your best interests duty to your clients with the Product module.
Analyse client needs, compare insurance and determine the best product choice while also meeting your best interests duty to your clients with the Insurance module.
Whether you’re providing scaled advice for transitions, contributions or retirement, or a comprehensive advice strategy, the Strategy module in AdviceOS can help.
The Advice Concepts module includes Multi-Goal Advice and Aged Care features that enable comprehensive advice modelling for complex situations. (coming soon)
The digital Client Portal provides a comprehensive fact find, objectives builder and document sharing to keep your clients informed and engaged in between meetings.
InvestmentLink by Midwinter is an independent data repository in Australia with over 600 feeds to fully service all sectors of the financial market.