AdviceOS

Spec sheet

Product

AdviceOS is cloud-based financial planning software for client management, research, modelling, advice generation and compliance.Read 30 Sep 2026 · midwinter.com.au

Intended users

Midwinter says the software is designed for financial advice businesses ranging from small practices to large institutions.Read 30 Sep 2026 · midwinter.com.au

Integrations

Listed integrations include Class, Inherit Australia, Moneysoft, myprosperity, Omnium and Worksorted; Midwinter also says AdviceOS has an open API.Read 30 Sep 2026 · midwinter.com.au

Support

Midwinter offers a Help Centre, video tutorials, live online training webinars and a support team that says it responds within three business days, Monday to Friday, 8:30am–6:00pm AEST.Read 30 Sep 2026 · midwinter.com.au

Headquarters

Sydney, AustraliaRead 28 Sep 2026 · midwinter.com.au

Founded

2006Read 28 Sep 2026 · midwinter.com.au

Advice documents

Standard advice document templates are included at no additional charge; managed templates have a monthly fee, while custom work is priced on a statement-of-work basis.Read 30 Sep 2026 · midwinter.com.au

Client portal

The linked Client Portal provides digital fact find, objectives tools and document sharing, which Midwinter describes as secure.Read 30 Sep 2026 · midwinter.com.au

CRM and advice

The CRM supports client relationship management, reporting, fee disclosure statements, client communications and generating SOAs and ROAs.Read 30 Sep 2026 · midwinter.com.au

Data feeds

AdviceOS data feeds include Morningstar unit pricing and fund performance, InvestmentLink holdings and transactions, and ASX historical share information.Read 30 Sep 2026 · midwinter.com.au

Insurance

The Insurance Comparison module offers Omnium or Chant West data options and connects with CRM, Fact Find and Needs Analysis.Read 30 Sep 2026 · midwinter.com.au

Notable limit

Midwinter says registering and setting up data feeds can take up to six weeks, and the data feeds module has an additional cost.Read 30 Sep 2026 · help.midwinter.com.au

Onboarding

New AdviceOS clients receive onboarding, and Midwinter offers data migration and template customisation services.Read 30 Sep 2026 · midwinter.com.au

Product research

The Product module includes Morningstar and ASX pricing and research data, portfolio analysis, product comparisons and FundsBase research on more than 1,300 investment platforms.Read 30 Sep 2026 · midwinter.com.au

Web access

Midwinter says Product Comparator can be accessed from any device using any browser.Read 30 Sep 2026 · midwinter.com.au

Plans and prices

Every AdviceOS plan and price →

Where Specifiction places it

• Financial Advisor Software#19 of 317.5