AdviceOS – Financial Planning Software

AdviceOS is a comprehensive financial planning solution built for humans – humans who provide advice, and humans who rely on advice to make smart financial decisions. 

The powerful advice software provides sophisticated financial modelling, practice management and client engagement tools, to simplify how you provide advice.

AdviceOS was built for every financial advice business – from small practices to large institutions. As a cloud-based financial advice solution it’s easy to implement into your practice and Midwinter looks after all of the software updates and management.

Take your practice into the digital age with an AdviceTech solution built for the future.

Grow your Practice and Profits

Reach new customers to grow your practice

With digital client engagement tools and specialist advice tools such as Aged Care, you can provide cost effective advice to reach more clients and support their financial advice journey from start to finish.

Create new ways to collaborate with clients

Run real-time multi-goal scenario modelling in your client meetings, easily manage and communicate with clients and keep everyone on the same page with always-on digital collaboration tools.

Provide sophisticated and compliant advice

AdviceOS offers leading financial modelling, comprehensive like-for-like comparisons and integrated advice document generation tools so you can easily provide sophisticated advice and demonstrate that you’re meeting your best interests duty.

Gain control and visibility

Gain visibility of potential compliance breaches and operational risks with real-time alerts that can be addressed directly from your customised dashboard using our Key Risk Indicator Solution.

Everything You Need to Provide Great Advice

AdviceOS provides client engagement, advice modelling, compliance management and reporting, all in one place.

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.

MULTIGOAL

Provide real-time multi-goal advice

Evaluate multi-goal scenarios by modelling the impact of different decisions and tradeoffs in real time and create a comprehensive goal map for your clients in a single meeting.

AGED CARE

Offer comprehensive aged care advice

Support clients who are making difficult decisions around aged care with a modelling tool that caters for residential care, home ownership, asset structuring and cash flow management.

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.

DATA FEEDS

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.

1st to market


With innovative advice solutions

2,000+


Trusted by 2,000+ financial advisers

550,000+


Serving the advice needs of 550,000+ Australians


Backed by global business Bravura Solutions

Get started today
Better advice for your clients, fewer headaches for you.

Simply complete this form and a friendly sales representative will be in touch to organise your personal AdviceOS demonstration.

Subscribe to receive news & insights from Midwinter