Meet your AFSL monitoring obligations and grow your dealer group with a financial planning solution built for the modern advice landscape.

Midwinter’s leading financial planning software AdviceOS simplifies how your advisers provide advice and run their business. The integrated Key Risk Indicator Solution provides a simple monitoring and compliance dashboard so you can stay across your compliance obligations.

Successful licensees never stand still, so neither do we. At Midwinter, we are focused on the success of our clients. That’s why our innovation program is currently looking to the future and delivering solutions that support the changing needs of advice practices and the regulatory environment.

Licensee Solutions

Financial Advice Software

Support your adviser network with financial advice software that supports efficiency, compliance and client engagement.

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KRIS

Stay on top of your AFSL monitoring requirements with real-time alerts for potential compliance breaches and operational risks.

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With innovative advice solutions

2,000+

Trusted by 2,000+ financial advisers

550,000+

Serving the advice needs of 550,000+ Australians

Backed by global business Bravura Solutions

Find out how Midwinter can help your licensee.

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