* Digital advice solution for financial advisers * Digital advice solution for Superannuation funds *Cyber security services for advisers, accountants and superannuation funds *public facing client engagement calculators * API integration partnerships with a full range of other fintechs.
| End User | Advisers |
| Advice Process Steps | Scope Goals Assessment SOA Implementation Review |
| Benefits | Process efficiency Engagement Uplift Time saving Cost Reductions Compliance |
| Cost per user per annum | Dependent on modules and number of licences |
| Time saving per client | Midwinter say the range can be up to hours |
| Cost saving per client | Depends on the adviser cost structures and time saving achieved |
| Integration | Open architecture so it can integrate with any software |
| Website embedding | Yes |
| White labelled | Yes |
| System prerequisite | Requires internet access |
| Single sign on | Yes |
| Data storage | 100% cloud based hosted on Amazon Web Services infrastructure within AWS primary data centres in Australia |
| Privacy standards | Midwinter relies on information provided by AWS in the “Using AWS in the Context of Australian Privacy Considerations” document. This document provides information how AWS services operate in the context of key privacy considerations and the Australian Privacy Act 1988, specially how geographic locations where customers can choose to store content and other relevant considerations |
| Limits on use | No user or client restrictions |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | Too many too list but to name a few – NEO Dover Gold Synchron StatePlus REST CBus Link BT Licensee select Merit Wealth MyPlanner |