Welcome to AdviceOS!

We're here to make your journey to using AdviceOS as simple as possible.

On this page you'll find training materials to help you understand how to use and make the most of your new advice software.

If you need help or would like to book a training session, you can reach out to your dedicated Account Manager or contact our friendly customer support team. Customer support are available Monday to Friday from 8.30am - 5.30pm AEST on 1300 882 938 or by emailing info@midwinter.com.au.

AdviceOS Introduction & Overview for New Users

AdviceOS Modules - Training Videos & Guides

CRM

The comprehensive AdviceOS CRM provides everything you need to track and manage client relationships, do advice specific reporting and manage your compliance obligations, such as FDS.

AdviceOS provides adviser-specific functionality that extends its capabilities beyond those of a generic CRM.

To get started with the CRM module we recommed watching the Fact Find, Generating FDS Statements, Managing FOFA and Review Dates, and Creating Custom Platforms training videos shown here. 

We also ahve a number of other training videos covering the advanced administration and settings features:

1. Advanced Admin - Group Management

2. Advanced Admin - Generating Bulk FDS Letters

3. Settings - Assigning Client Revenue

4. Settings - Mapping Adviser Datafeeds

5. Settings - Importing Datafeed Information into AdviceOS

Product

Analyse client needs, compare products and determine the optimal portfolio for your clients while also meeting your best interests duty.

The Product module includes access to Morningstar and ASX daily and historical pricing, asset allocation pricing, unit price and fund performance information, as well as Morningstar product profiles.

To get started with the Product module we recommed watching the Product Comparions and Total Portfolio Analysis training videos shown here. 

For more information, you can also download the Product Comparisons Training Manual.

Insurance

Analyse client needs, compare insurance and determine the best insurance product for your client while also meeting your best interests duty.

To get started with the Insurance module we recommed watching the Insurance Comparator Overview and New Insurance Comparator Features training videos shown here. 

For more information, you can also download the Insurance Comparator Training Manual.

Strategy

Whether you’re providing scaled advice for transitions, contributions or retirement, or a comprehensive advice strategy, AdviceOS has a suite of tools to help.

These videos cover the Cashflow & Capital, Transitions, Retirement and Contribution Optimiser features available in the Strategy module.

For more information about Cashflow & Capital you can also watch the enhancements video here.

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