Advice Documents

Spend time where it matters – building client relationships – not formatting advice documents.

Midwinter’s Advice Documents module provides three different options, so advice Practices and Licensees can get the level of customisation and management they require, at a cost that suits their business.

The standard and managed advice document templates have been created based on years of customer feedback and provide a simple, best-practice advice document solution. These templates have been reviewed by a financial services law firm and are regularly updated in line with legislative changes.

Standard Advice Documents

The Standard Advice Document templates are available to all AdviceOS customers at no additional charge. Basic configuration can be done in the AdviceOS settings.

This option is suitable for smaller Practices and Licensees that want an out-of-the-box solution that doesn’t require much customisation.

Managed Advice Documents

Managed Advice Documents provides additional customisation to the standard advice document templates for a low monthly fee.

Documents included in this offering are:

  • SOA
  • ROA
  • FDS
  • Fact Find

This is a great option for Practices and Licensees looking for a simple way to manage their advice documents at an affordable price.

Custom Advice Documents

Custom Advice Documents provides one-off customisation services or a fully customised template, developed by Midwinter’s expert templating team on a statement of work basis.

This is perfect for large Practices and Licensees that need a fully customised solution.

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