Midwinter partners with Moneysoft

Midwinter/Moneysoft/

14 July 2021
| By Oksana Patron |
image
image
expand image

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”. 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 6 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 5 days ago

TOP PERFORMING FUNDS