Midwinter Financial Services
HQ Address
Suite 2, Level 14, 111 Elizabeth St, Sydney NSW 2000, Australia
Website Address
Business introduction
Making lives easier through innovative software solutions
Cutting edge financial planning technology
Over ten years in the industry
Midwinter was founded in August 2006 by Julian Plummer, James Murphy and Andrew McClelland with the goal of making the generation of financial advice more efficient and affordable. Since then, we have developed a range of cutting-edge financial planning software packages, in particular, our comprehensive advice software – AdviceOS and our Digital Advice Solution.
We understand financial planners
Our software has a strong emphasis on compliance, practice management, advice generation and client engagement. All of us have backgrounds in financial planning. We know and understand the problems faced by advisers and the hurdles they experience in delivering quality advice to their clients and we are proud that as trusted financial planning professionals, we have been able to provide an advice solution to overcome these obstacles.
Pushing the envelope – a passion for innovation
We’ve always invested heavily in new technology and we actively position ourselves in the financial planning software space as a market innovator and influencer. In an industry that is always moving, we are excited to be moving with it. We genuinely love what we do – providing our clients with solutions that will improve and enhance the way they generate and deliver advice.
Midwinter Financial Services Solutions
AdviceOS
What’s so different about AdviceOS? We have developed simple functionality whilst utilising the very latest in cloud computing technology, to provide advisers with a fully featured software system which integrates seamlessly with other selected relevant programs. When developing AdviceOS, Midwinter focused on the needs of the entrepreneurial financial adviser – giving access to vast array......
business needs
view solutionDigital Advice Solution
Change is here As the finance sector embraces the digital age, advances in technology are compelling people to seek new and unique methods of undertaking investment plans and attaining financial advice. There is now a generation of advice seekers that don’t want the first point of contact to be a face......
