Midwinter adds fintech partner

Midwinter added a new life insurance software solutions provider to its advice operating system AdviceOS.

Omnium's life risk research tool OmniLife has been integrated into AdviceOS to enable real-time flow of insurance premium product data to the AdviceOS Fact Find, Client Portal and Statement of Advice generator.

Client data from AdviceOS can be pre-populated into OmniLife, eliminating the double entry of data across multiple systems and allowing freedom of choice.

The integration adds to Midwinter's growing list of partnerships namely, SuiteBox, Rice Warner, Xero, Revex, Class, InvestmentLink, and CashDeck.

Midwinter managing director Julian Plummer said he is excited about the efficiencies the integration will deliver to users of both OmniLife and AdviceOS.

Plummer added it took Omnium only four weeks to demonstrate a working prototype and completed the entire integration project unassisted.

Omnium managing director David King said: "There's been a high level of interest among advisers to have our OmniLife solution connected to Midwinter and we're delighted to have finally completed the first phase of our integration."

King added it wouldn't have been possible without the mature and robust application program interfaces (API) both firms have, and that the collaboration signals a substantial leap forward in connecting together best of breed advice software.

Read more: AdviceOSMidwinterOmniLifeOmniumAPICashDeckClassClient PortalDavid KingFintech EcosystemInvestmentLinkJulian PlummerMr PlummerOminumRevexRice WarnerStatement of AdviceSuiteBoxXero
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