Skip to main content

Midwinter unveils new advice optimisation tool

Yasmine Masi1 September 2022
Hand holding phone with Expert Advice written and icons

Financial advice software provider, Midwinter Financial Services, has expanded its advice software offering with the launch of MultiGoal, a new advice goal optimisation “engine” designed for financial advisers.

The interactive tool is now available to advisers who are already using Midwinter’s software, assisting them with their clients to achieve financial goals based on individual situations and priorities.

MultiGoal allows advisers to provide real-time and curated advice based on each client’s specific financial goals, generate quick statements of advice (SOAs) and show their clients a live demonstration to promote the value of advice.

“At Midwinter we are continuously innovating our software so our clients can provide better financial outcomes,” Andrew Zietara, Head of Product at Midwinter, said.

“We are pleased to roll out a solution that helps the advice profession showcase the value of advice while reducing upfront costs to deliver this advice.

“MultiGoal’s easy-to-use interface stands out for its simplicity and its ability to be used in front of clients to show the impact of different goal priorities, allowing for more relevant conversations during client meetings and reduced time and effort to produce a statement of advice.”

The launch comes off the back of a successful beta trial of the tool with Midwinter customers.

Subscribe to comments
Be notified of
Inline Feedbacks
View all comments