Midwinter announces partnership with fintech
Midwinter has this week announced a new integration with an adviser fintech firm.
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The advice software provider has teamed with Moneysoft in a partnership that will allow advisers using Midwinter’s AdviceOS and Moneysoft fact find solution to “seamlessly push and pull data between the two systems”.
“We are committed to providing our clients with choice and flexibility and our growing number of native integration partners is one of the ways Midwinter is achieving that goal,” Midwinter CCO, Steve Davison, said.
“This integration allows advisers who use Moneysoft’s Fact Find solution to seamlessly integrate their data with AdviceOS to make use of its sophisticated financial modelling, product comparison and client engagement features.”
Midwinter partners with Moneysoft | Money Management
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Proof of residence and ID;
Financial information such as income and tax status;
Landlords insurance renewal dates;
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