Powered by momentummedia
Adviser Innovation logo
Advisor Inovation logo
Stay connected
Subscribe to the Adviser Innovation eNewsletter.
Boutique firm to use Midwinter software

Boutique firm to use Midwinter software

author image
By elaina ·
August 22 2015

Boutique firm to use Midwinter software

Midwinter Financial Services has finalised a software agreement with financial services firm Merit Wealth. 

Boutique firm to use Midwinter software
nestegg logo

The firm has opted for Midwinter's AdviceOS software, with plans to use it to optimise Merit Wealth's advice generation process and simplify reporting procedures, according to a statement by Midwinter.

AdviceOS will be rolled out to Merit Wealth's adviser network on 30 August, the statement said.

Merit Wealth director Garth McNally said his company updated its operations as a way to meet a growing demand for its limited licensing offer to accounting firms.

"The adoption of AdviceOS is an essential part of our investment and commitment to the accounting profession and the transition to limited licensing," he said.

Advertisement
Advertisement

"We explored a number of technologies but chose AdviceOS as it simplifies the administration function of managing multiple dealers, referrers and clients. It's all-in-one, cloud-based, and allows for an easy audit trail."

Midwinter managing director Julian Plummer said, "We are delighted to be partnering with Merit Wealth, providing them with tools which will allow them to enter the future of financial advice confidently and seamlessly.

"This is a pleasing confirmation of our AdviceOS cloud-based strategy. By implementing AdviceOS throughout its network of advisers and accountants, Merit Wealth will proactively manage the advice provided from a licensee point of view in real time.

"In addition to driving efficiencies in the head office, Merit Wealth advisers will be able to utilise the many features of AdviceOS to drive practice efficiencies and streamline their back-office processes," he said.

Forward this article to a friend. Follow us on Linkedin. Join us on Facebook.
Find us on Twitter for the latest updates

Subscribe to our Newsletter

We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians

Your email address will be shared with nestegg and subject to our Privacy Policy