Let our tech do the leg work for you
AdviceOS makes your life as a support staff member easier. Our highly sophisticated modelling tools and intuitive processes makes SoA generation swift, simple and seamless.
Benefits include –
❄ Plan Builder
Our SoA generation module is completely configurable, putting the power of advice modelling back in your hands.
❄ Bye bye backlogs
As the time taken to produce advice is considerably less in AdviceOS, you’ll easily create a ‘plan in, plan out’ work routine.
❄ Intuitive fact find
Information is where you expect to find it within AdviceOS, meaning you will spend less time navigating clunky systems to find important client data.
❄ Cloud based
This enables Midwinter to be first to market to release legislative changes meaning no delaying important strategies until updates are released.
❄ Open Architecture
Midwinter’s open API means that our software seamlessly integrates within our approved ecosystem of financial services technology providers.
❄ Highly integrated solution
This eliminates the need for double entry of data
❄ Dedicated and attentive support desk
Available Monday Friday between 8.30AM and 6PM (AEST time) to answer all technical or customer queries you may have.
❄ Daily training webinars, video tutorials and our very own online training portal – the Midwinter Academy
We ensure you are fully versed in all aspects of the software and you aren’t left in the dark when it comes to new enhancements or features.
Access to fees and features research on over 1300 super pension and non super investment platforms.
Save time & money on switching & setup
The setup cost of many technology solutions can be crippling for practices. AdviceOS rids business owners of this unnecessary cost by providing them with a solution that is pre-configured and ready to run from day one. Practices migrating to Midwinter’s AdviceOS have access to our efficient and speedy two step data transition process.
Midwinter provides practices with a pre-configured go live solution which can be tailored to meet any business requirements. This means the time taken from sign up to go live is minimal.