Midwinter’s Client Manager
Midwinter’s Client Manager is a completely web based client relationship management system (CRM) that provides financial services licensees and advisers with the processes and automation required to control and grow your business.
Client Manager is integrated around a central CRM – providing a standard operational platform for all advisers, and simplifying the monitoring processes for financial services licensees. Client Manager is flexible – you remain in complete control of everything, from your data through to your own look and feel.
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Midwinter’s Client Manager (CRM) – application pack
Applications require this form below to be filled out completely.
Client relationship management
- Client search
- Create client
- Client summary
- Workflow systems
- Information manager
- Assets & liabilities
Midwinter’s Client Manager enables financial advisers to manage both their client information and their practice
- Approved product List
- Managed investments (Morningstar)
- Equities (Aspect Huntley)
- Data feeds
Client Manager’s Portfolio Management tool enables financial advisers the following capabilities:
- Online client access
- Secure logins
- Customised screens
Client access is free for all clients of financial planning practices utilising Midwinter’s Client Manager.
FOFA Tools PF+ 3.0
- Brokerage fee matching to CRM client data
- Client fee statement of account
- FDS management & bulk FDS
- CSA management
- File Note upgrade
- Opt-In and FDS traffic lights
The tools will help you practice comply with the new regulations.
- Professional standards & compliance
- Practice administration
- Practice management
- Forms and templates
Through the practice management tools, management will be able to monitor and control their business.
AFSL Dealer management
- Statement of advice
- Financial fact find
- Approved product list
- Practice workflow
This will only be made available to dealer groups who have significant numbers of financial advisers using Midwinter’s Client Manager.