Midwinter partners with wealth platform
Midwinter partners with wealth platform Midwinter partners with wealth platform The advice software provider has inked a new integration deal with a client wealth portal that allows advisers to easily access data on their clients’ financial circumstances. A A In a statement, Midwinter said the new integration with myprosperity would mean that users of the group’s AdviceOS software could pull through client data including personal details, entities, associates, relationships, assets and liabilities using myprosperity. The availability of digital fact finds and document signing through mypr...
Source: ifa.com.au
