Midwinter Financial Services
Information by Research TrustFinance
Founded in 2006, Midwinter Financial Services develops innovative financial advice software designed to help financial advisers and licensees operate more efficiently and compliantly. Their flagship product, AdviceOS, is a comprehensive cloud-based platform that supports every aspect of the advice process, from client onboarding and modelling to strategy papers and compliance. In 2019, Midwinter was acquired by Bravura Solutions, a global provider of software solutions for the wealth management, life insurance, and funds administration industries, and now operates as a key part of Bravura's wealth management division.
Australia
Industry
- Software DevelopmentPRIMARY
Technology
- Other Service
Financial