Solution introduction
Empowering super funds and insurers to deliver advice at scale
From simple single topic guidance to complex comprehensive advice, we deliver enterprise advice solutions that are shaped by our deep expertise in the financial services industry
Trusted by some of Australia’s largest super funds and insurance companies, our proven Midwinter advice technology is delivering better tools, better advice and better outcomes for our clients and their members.
Our two solutions are:
- Digital (hybrid) advice – Offering digital guidance and advice journeys to build members’ financial capability, we support member-led digital guidance with adviser-led phone based financial advice.
- Midwinter comprehensive advice – Our cloud-native, full-service planning solution delivers a highly efficient advice process and streamlined SOA production. Easy to onboard, intuitive to use and is supported with our Australian based team.
