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
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.
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.
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.
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