“The Midwinter software we use in our practice is AdviceOS. Brilliant piece of software. I absolutely love the package and the solution that we’ve adopted for our business.”

“One of the biggest things we were looking at was efficiency in our practice. With a lot of the previous software packages that I was utilising, what would happen is, it would take so long to get the outcome for the actual client, just because of the complexities around their packages.”

“The biggest thing was an efficiency piece with Midwinter. It’s incredibly simple to use, very easy to understand, so with our support team they can literally have no experience, no skillset in financial planning and be able to pick up and utilise the CRM system that Midwinter offer.”

“We can literally load a client from start to finish within about an hour and a half. From full data entry to essentially producing an advice document as well as all the compliance documents along the way.”

“The key benefits that we’ve experienced with using the AdviceOS system through Midwinter is just having more time to spend with clients. Our clients get the benefit of being able to have timely advice documents that are compliant and tailored to their situation.”

“From a compliance perspective, all of our compliance data is in one tab, so we know exactly where we are at any given point with a particular client.”

“AdviceOS would be suitable for any type of business, whether it be medium to large business.”

“Being a smaller practice, we find the Midwinter offering and support staff incredibly helpful. We have a designated account manager so if there are any issues we can go directly to our account manager to be able to rectify the issues.”

“AdviceOS from Midwinter has made our job so much easier. The data is at our fingertips, we can create advice documents in a timely manner, and overall, the actual modelling software is incredibly efficient and easy to use.”

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“You Wealth Hub Advice offers holistic services to a broad range of clients.

“A lot of what we do is underpinned by ensuring clients live the life that they want to live. We underpin everything with flexible cashflow management and obviously planning for investments, protecting assets and ensuring their estate plans are looked after as well, but at the heart of things it’s really ensuring clients live the life they want to live.

“My role is to bring together all the advice practices so they are working cohesively together and sharing ideas and getting them to feel confident about making calls on how to improve the services that they deliver to their clients. So I’m really a facilitator in the community environment.

“Then in my practice, it’s all about making sure clients feel confident and comfortable to make important financial decisions, so I become the linchpin to their financial decisions going forward.

“We decided to implement AdviceOS because the incumbent software we were using always seemed to change and create issues to out templates and we found this was very cost inefficient, the wastage that we saw in our practice because we kept having to maintain templates and different bits and pieces was not efficient for us. We liked that AdviceOS is simple, has easy to use interface and works well for quick and easy information.

“At a license level, we were easily able to create templates and adjust the templates for each practice that we have, for individual branding and things like that, and nuances they may have around their service proposition. We manage that function centrally and it works very well in that space.

“At a practice level, because we have individually branded SoAs and we have our own themes and what not throughout it, it makes our life a lot easier and it’s all centralised at a license level.

“The best part of AdviceOS is the Client Portal and having everything in one place is really efficient for us. I know at a practice level, beside myself other practices feel the same way, that you can have everything in one place and if you are quickly working through a client scenario you can find exactly what you want very efficiently.

“My job has been made easier through using AdviceOS because of the efficiency around SoA production and the compliance management at a license level. In my practice, having a compliance snapshot has been really important and being able to use the new goals tool has been really efficient as well.

“The businesses that would get value from using AdviceOS, I believe, are businesses that are progressive and want to do more with their CRM software.

“The fact that AdviceOS has open architecture and is able to link into other software means that you can have complete flexibility about what you do with your data and how you’d make more efficiency for your clients going forward.”

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“Wealth Today is a national financial services licensee. Our main focus is on being an enabler for our advisers, ensuring they are able to provide sound and strategic advice.

“Predominantly, our team operates and checks all pieces of advice coming out of the business from a compliance standpoint, we provide education and training to our advisers, as well as reviewing investments and financial products for the APL.

“Wealth Today as a licensee, as well as all of our advisers, use AdviceOS.

“There were two things that we were looking to solve when we brought AdviceOS into Wealth Today.

“One was improving speed and efficiency, both from an advice creation standpoint as well as an advice checking and compliance standpoint. The other was monitoring and managing FDS obligation and risk.

“The partnership with Midwinter has been exceptional. One of the main things that we’ve gained and really like from the partnership is the level of collaboration between Wealth Today and Midwinter. We provide a fair amount of feedback organically from us, but it’s also sought directly from Midwinter.

“Wealth Today, as a result of the partnership with Midwinter, has received a significant improvement in the look through of our advisers. This is really important to us given the method of advice checking and compliance that we follow.

“Being able to access all of our advisers’ files when reviewing any piece of advice, but also ensuring the ongoing management of the FDS obligations. has been very valuable.

“Also, the technical support from Midwinter has been outstanding on a number of levels.

“AdviceOS has helped my job personally and certainly that of the entire advice team become more straight forward through streamlining the advice checking process and ensuring that we are able to monitor FDS obligations on an ongoing basis, very easily.

“AdviceOS, to us has, provided a significant amount of efficiency in addition the ability to interact and communicate with your clients on a bulk as well as on a tailored level, as well as ensure that any primary risk areas, be that asset allocation, be that FDS, whatever that may be, is really easily able to be managed.”

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