Expand your service offering with a scalable, always-on digital advice solution.

At Midwinter, we know there’s a human interaction behind every quality advice experience. That’s why we’ve developed software that suits the way you do business and simplifies how you deliver advice.

Offering self-guided options for low-touch interactions with escalation to a human for more complex requirements, Digital Advice provides a cost-effective platform to deliver a superior customer experience.

Create personalisation at scale

As the onramp to a full financial advice solution, Digital Advice caters to customers who are typically disengaged or out of reach. Using Digital Advice, you can guide these customers through a rules based, and simplified process delivered digitally and instantaneously from your own branded interface.

Reduce service delivery costs

Reduce the workload for your support team by offering self-service options through a convenient and easy to use digital portal.

Digital Advice allows you to easily scale your advice offering and grow your customer base without compromising on customer experience.

Ensure a consistent experience through every channel, every time

Digital Advice integrates seamlessly with Midwinter’s financial advice platform AdviceOS and many other registry systems and CRMs to enable a true omnichannel advice solution.

So, whether your customers prefer to engage online, by phone or face-to-face, they can expect consistent advice and service levels at every touch point.

Create a True Omnichannel Advice Offering

Provide a true omnichannel advice experience through a self-directed digital advice platform that’s fully integrated with your backend advice systems.

Create a Multi-channel Advice Offering

Digital Advice provides a platform to offer self-directed digital advice as part of a multi-channel advice offering:

  • Public calculators;
  • Self-directed advice;
  • Phone based advice;
  • Face-to-face advice.

Digital Advice & AdviceOS, Better Together

Digital Advice integrates seamlessly with our financial planning software, AdviceOS.

With a modern IT stack, open architecture and extensive advice modelling capabilities, Digital Advice and AdviceOS work together to help you create a comprehensive end-to-end advice capability.


Dealer groups & industry funds


Advisers & administrative staff


Advice documents generated per day


Digital users

Get started today

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

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