Midwinter has launched new public-facing AdviceOS calculators, designed for financial advisers who want configurable calculators to feature on their websites.
The technology provider said in a statement this week that the AdviceOS calculators offer clients the tools to analyse their financial situation.
The calculators will offer insight into investment choices, retirement income and, if appropriate, “the ability to investigate their potential transition to retirement” options, the statement said.
The calculators are “fully configurable”, allowing businesses to align the look and feel to their corporate style guide, Midwinter said.
Managing director Julian Plummer said, “The beauty of these calculators is that they have been developed with various ‘calls to action’.
“These calls to action give the client a clear line-of-sight from the adviser’s AdviceOS public website calculators, escalating to digital advice, escalating to phone-based advice and eventually escalating to face-to-face advice in a cohesive manner.”
Midwinter is a gold partner of the Adviser Innovation Summit 2017 and managing director Julian Plummer will be appearing on a panel of fintech thought leaders. For more information visit http://www.aisummit.com.au/