Company Information

Get to know Midwinter Financial Planning

Founded in 1986, Midwinter is a prominent Australian provider of financial planning software and technology solutions. Their flagship product, AdviceOS, is a cloud-based platform designed to help financial advisers streamline their operations, manage client relationships, and ensure compliance. The company's mission is to empower financial professionals with innovative technology to deliver high-quality advice efficiently. In 2019, Midwinter was acquired by Bravura Solutions, a global supplier of software and services for the wealth management and funds administration industries, and now operates as a key part of their business.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Midwinter Financial Planning

United Kingdom

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.