Midwinter Financial Services P/L
IT Services in Sydney

Urge Our multichannelled promote system. Our library of visual training tools Believable Basis. Since then, we have developed a range of cutting edge financial planning software packages, in particular, our comprehensive advice software AdviceOS and our soon to be released Digital Advice Solution. Our software has a potent emphasis on compliance, practice management, advice generation and client engagement. All of us have backgrounds in financial planning. We know and grasp the problems faced by advisers and the hurdles they experience in delivering quality advice to their clients and we are elated that as trusted financial planning professionals, we have been capable to bear an advice solution to overcome these obstacles. Pushing the envelope A passion for innovation. We’ve eternal invested heavily in fresh technology and we actively position ourselves in the financial planning software space as a market innovator and influence. In an industry that is eternal moving, we are turbulent to be moving with it. We genuinely love what we do providing our clients with innovations that will improve and enhance the way they generate and deliver advice. Our end goal is to make the lives of planners and their clients easier through our innovative software solutions. Designed to make the advice process easy. Designed with your compliance needs in mind. Independent from dealer groups and product providers.

Andrew draws on his financial planning and technology skills base to enable Midwinter client’s to easily implement intricate financial planning and strategies. Designed to make the advice process easy. They bear automated data consolidation from any number of product providers with packed account detail into a centralized database for client reporting, management reporting and compliance purposes. It is an exciting time for financial advice and technology and we will remain to seek to yield award-winning technology to the financial planning industry. According to the results from Investment Trends 2015 Planner Technology Report, based on an online survey of over 1,00 financial planners, Midwinter has the highest overall user satisfaction provided by a software vendor and has been awarded this accolade six times in the preceding seven years. The AdviceOS Base Package comes with a set comprehensive client management tools designed to cater for the individual needs of your financial planning business. Drawing from Midwinter’s database of super, investment and pension platforms, it provides industry superior truetolife projections, highlighting the impact of switching, generating product replacement statements and more. The Client Portal Package is designed to streamline the provision of advice to clients by providing them with access to a fully integrated online fact find system, with a set of secure online interactive calculators. Super to Pension allows advisers to highlight the impact of implementing strategy in the pension including: Client risk profile (with model portfolio functionality). Midwinter’s Pension to Pension module guides financial advisers in justifying providing a potential reasonable when switching a client from an existing to an alternative account based pension. Drawing from Midwinter’s extensive database of pension fees and features (over 150 pension platforms currently available) Pension to Pension allows financial advisers to thoroughly investigate the existing and alternative account based pensions products and determine whether there would be a logical basis to switch. Midwinter’s Investment to Investment module will guide financial advisers in justifying providing a potential plausible when switching a client from an existing to an alternative investment. Users should employ Complete Product Replacement’s total portfolio approach where there is a requirement for modeling joint clients, couples, super, pension and investment products together and multiple to’ and from’ platforms. Produces beginning year results and also projects the impact of the strategy to retirement. Retirement modeling has the flexibility and functionality to model the following: What glossy of Age Pension can I expect in retirement in a few years time? Strategies that can be modeled include the following: The Age Pension module allows the adviser to model: AdviceOS allows an adviser to yield all their clients access to a client portal, containing an online fact find with document sharing. Defined gain calculator A client can use this calculator to determine the impact on their retirement income and net income from making excess contributions to a define benefit product. This allows the adviser to set the services that should be provided to each client during the year. AdviceOS has the skill to bear a myriad of detailed reports, including standardized reports on clients, users, products, Boas (and a lot more) in addition to the skill to provide custom reports set by the licensee. Sharing clients bet