AdviceOS vs Meridian Planning
AdviceOS
midwinter.com.auMeridian Planning
meridianplanning.appSide by side
| Figure | AdviceOS | Meridian Planning |
|---|---|---|
| Price from | — | $49/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | — |
| Plans published | 1 | 4 |
| Spec score · Financial Advisor Software | 7.5 (#19) | 7.8 (#12) |
| Intended users | Midwinter says the software is designed for financial advice businesses ranging from small practices to large institutions. | The product is built for financial advisors who also do tax. |
| Onboarding | New AdviceOS clients receive onboarding, and Midwinter offers data migration and template customisation services. | The Enterprise plan includes custom onboarding. |
| Product | AdviceOS is cloud-based financial planning software for client management, research, modelling, advice generation and compliance. | Meridian describes itself as a practice management platform for financial advisors who also do tax. |
| 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. | The Small Practice plan includes priority support. |
Plans
Meridian Planning
- Founding Member rate$49 a month
- Solo Advisor$79 a month
- Small Practice$149 a month
- Enterprise$299 a month
In their own words
AdviceOS
AdviceOS has no write-up on Specifiction yet; its figures are above.
Meridian Planning
Meridian Planning has no write-up on Specifiction yet; its figures are above.