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.
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.
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.
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.
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.
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
Trusted by 2,000+ financial advisers
Serving the advice needs of 550,000+ Australians
Backed by global business Bravura Solutions