Midwinter partners with Moneysoft
Midwinter Financial Services has announced a partnership with Moneysoft, a provider of client engagement software for financial advisers, to enhance its financial advice software AdviceOS with Moneysoft’s Fact Find solution.
Under the terms of the partnerships, advisers would be able now to push and pull data between the two systems which would provide a higher level of control by eliminating double handling of data.
“Midwinter’s AdviceOS is the latest addition to the Moneysoft integration library and the Midwinter team have been outstanding with technical support and product collaboration throughout,” Jon Shaw, chief executive officer at Moneysoft, said.
“We are proud to add the integrated fact find capability to our solution stack, which will benefit IFA’s, dealer groups and funds looking to automate and digitise the advice process. This integration is specifically designed to improve completion rates, significantly increase the efficiency of advice delivery, and reward clients and members by compressing the interest-to-execution timeframe.
“The Moneysoft team is looking forward to work with Midwinter on a number of upcoming deployments”.
AUTHOR
Oksana Patron
Recommended for you
The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court.
ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022.
Clients are exhibiting multiple concerns on the intergenerational wealth transfer, making it imperative for advisers to address these fears through comprehensive strategies, Adviser Ratings explores.
ASIC has identified three situations where it may be difficult for a licensee to assess an adviser’s qualifications and provided case studies of how they should be tackled, as it undergoes a crackdown on FAR reporting.
