Midwinter Digital Advice
by Midwinter · Wealth and investment platforms · Sydney, NSW, Australia
Next-generation engagement platform for member-centric digital financial advice delivery at scale.
What Midwinter Digital Advice does
- member engagement platform
- scalable advice delivery
- hybrid advice model support
- digital-first advice capabilities
What Midwinter Digital Advice is used for
- enhancing advice delivery
- improving member engagement
- supporting advisers at scale
- delivering member-centric advice
Who Midwinter Digital Advice 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.
- Financial Advice Software (AdviceOS): Core advice software platform with CRM, product analysis, compliance management and digital delivery capabilities.
More in this category: Wealth management and investment platforms.
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