Financial Advice Software (AdviceOS)
by Midwinter · Wealth and investment platforms · Sydney, NSW, Australia
Core advice software platform with CRM, product analysis, compliance management and digital delivery capabilities.
What Financial Advice Software (AdviceOS) does
- client relationship management
- product comparison and analysis
- total portfolio analysis
- dynamic fact find
- cashflow and capital planning
- insurance comparison via Omnium
- strategy development
- scaled advice delivery
- advice documents generation
- client portal access
What Financial Advice Software (AdviceOS) is used for
- managing compliance and monitoring obligations
- running product research
- conducting portfolio analysis
- delivering scaled advice
- engaging clients
Who Financial Advice Software (AdviceOS) is for
- Financial advisers
- Advice practices
- Licensees
- Superannuation funds
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
- AdviceOS: Financial planning software with modelling, product comparison, practice management and compliance.
- Omnium: Insurance comparison and research module for advisers.
- InvestmentLink: Independent data repository feeding platform and portfolio data into advice.
- 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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