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Showing 21 - 28 of 28 results for %22AdviceOS%22

SSFS rebrands, launches digital advice

ALEX BURKE  |  FRIDAY, 16 OCT 2015
... authorisation and payment/transactions and online seminar registration. As part of this strategy, StatePlus is using Midwinter's AdviceOS platform. According to StatePlus managing director Michael Monaghan, the change was driven by a decision four years ...

Midwinter gives Dover discount digital advice

STAFF WRITER  |  THURSDAY, 24 SEP 2015
Midwinter has partnered with Dover Financial Advisers to offer competitive pricing for AdviceOS, its digital advice platform. As reported in Financial Standard in May, AdviceOS is a holistic digital advice solution, which enables clients of AFSLs to ...

Advice licensee uses tech to bypass paraplanning

DARREN SNYDER  |  THURSDAY, 6 AUG 2015
... Midwinter has worked with SSFS and EY to deliver the transformation. Midwinter has released its cloud based advice solution, AdviceOS, across the entire State Super Financial Services (SSFS) adviser network. Monaghan said some of the new features include ...

Midwinter unveils digital advice platform

ALEX BURKE  |  FRIDAY, 8 MAY 2015
... revealed its "holistic" digital advice solution, with the company insisting it's not 'robo advice'. Based on the company's AdviceOS software, the platform will enable clients of AFSLs to self-process simple scaled advice tasks based on specific investment ...

Planners in urgent need of better tech: research

LAURA MILLAN  |  TUESDAY, 15 JUL 2014
... said. Overall satisfaction with software remained unchanged from the two previous years, at 3.5 or "Good." Midwinter's AdviceOS software received the highest overall ratings, with an average score of 4.3. Managing director Julian Plummer said that the ...

Midwinter pairs AdviceOS with online accounting platform

MARK SMITH  |  WEDNESDAY, 27 NOV 2013
Midwinter Financial Services has integrated its recently launched AdviceOS financial planning software with online accounting platform Xero Cashbook. Midwinter said this combination of software "in the cloud" will enable financial advisors to oversee ...

Midwinter adapts planner software to client profile

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
Midwinter has updated its AdviceOS software to enable clients to access a customised portal with different content, calculators, themes and graphics. The software provider presented the updates to its cloud-based software at a roadshow in Sydney. AdviceOS ...

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
Midwinter has integrated all its planning tools into the Advice Operating System (AdviceOS), software that planners can access from the cloud. The software is fully compliant with Future of Financial Advice (FoFA) regulations and includes client engagement ...
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