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Midwinter Financial Services
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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.
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