Midwinter Financial Services has today announced an integration with Australian based business management solution Worksorted to streamline the advice process and provide faster and easier ways for firms to run their business.
The integration will allow users of both systems to automatically sync and update client records in Midwinter’s financial planning solution, AdviceOS, when an update is made in Worksorted.
This saves staff a significant amount of time on data entry by eliminating the need for any double handling.
Worksorted has positioned its platform as an intuitive CRM, workflow and revenue management solution made for Financial Advisers. The integration allows advisers and paraplanners to seamlessly draw upon data in Worksorted to complete product comparisons, SOAs and other modelling activity in AdviceOS.
Midwinter Head of Product Ivon Gower welcomes this addition to Midwinter’s growing ecosystem of industry-leading advice technology partners.
“Our goal is to offer AdviceOS customers with access to the best technology for their practice,” said Gower.
“The integration provides increased flexibility for Worksorted customers, with streamlined access to the leading financial modelling, comparison and document generation features of AdviceOS.”
Worksorted CEO Simon Betchley is excited about this integration and how it can help advisers adopt new technology in their practice.
“For some time now, advisers have had limited control over the tech they use in their business, partly from licensee mandates, but also from a lack of true integration between best-of-breed industry-specific systems. We listened to advisers and what the market had to say, and our integration with AdviceOS truly allows practices to use the best of what both systems have to offer without forfeiting efficiency or increasing software costs,” Betchley said.
This integration is available now, on request, to all AdviceOS and Worksorted customers.
Fintech-Insight is dedicated to delivering unbiased and dependable insights into cryptocurrency, finance, trading, and stocks. However, we must clarify that we don't offer financial advice, and we strongly recommend users to perform their own research and due diligence.