Midwinter has integrated with estate planning platform Inherit Australia to connect financial advisers and lawyers.
This would allow advisers using Midwinter’s financial advice software to pull their client data into Inherit Australia and offer them a new potential income stream.
This software used robotics to replicate questions used by an estate planning lawyer to help advisers navigate the estate planning conversations with clients, allow them to collect data without offering legal advice.
It also eliminated the need for double data-handling while ensuring the security of client data.
Andrew Zietara, head of product at Midwinter, said: “Advisers already have a trusted relationship with their clients; when it comes to estate planning, it makes sense for them to lead these conversation.
“This integration builds on our partner ecosystem, providing advisers with increased functionality and efficiency.”
Chris Hill, legal co-founder of Inherit Australia, said: “It’s all about deepening the adviser-client relationship; this integration puts the adviser in the box seat and cements them as the lead adviser of their clients and their families in the accumulation, protection and distribution of wealth on death”.
