AdviceOS
by Midwinter · Wealth and investment platforms · Sydney, NSW, Australia
Financial planning software with modelling, product comparison, practice management and compliance.
What AdviceOS is used for
- Generate advice automatically
- Produce Statements of Advice
- Create and adjust templates for each practice
- Hold all client information in one portal
About Midwinter
Financial planning and digital advice software for advisers, advice practices, licensees and superannuation funds in Australia.
Midwinter in the vendor registry: its products, features and similar vendors.
Also by Midwinter
- Omnium: Insurance comparison and research module for advisers.
- InvestmentLink: Independent data repository feeding platform and portfolio data into advice.
- Financial Advice Software (AdviceOS): Core advice software platform with CRM, product analysis, compliance management and digital delivery capabilities.
- Midwinter Digital Advice: Next-generation engagement platform for member-centric digital financial advice delivery at scale.
More in this category: Wealth management and investment platforms.
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