Midwinter boosts offering with estate planning platform

Financial advice software company, Midwinter, has announced its technology has been integrated with Inherit Australia’s estate planning platform, linking financial planners and lawyers to bolster client relationships.

The integration will allow advisers using Midwinter’s software to gain access to Inherit’s technology, with a bot that mirrors the experiences of an estate planning lawyer to assist advisers in better managing estate planning discussions with clients.

The connection also seamlessly links client data from Midwinter to Inherit Australia and allows advisers to complete the testamentary wishes process without the requirement to provide legal advice.

“Advisers already have a trusted relationship with their clients; when it comes to estate planning, it makes sense for them to lead these conversations,” Andrew Zietara, Head of Product at Midwinter, said.

“This integration builds on our partner ecosystem, providing advisers with increased functionality and efficiency.”

The one-way integration also removes any need for ‘double data-handling’.

“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,” Chris Hill, Legal Co-Founder at Inherit Australia, said.