Financial advice technology provider Midwinter has released its public-facing AdviceOS calculators, which are designed for advisers who want “off-the-shelf” configurable calculators to feature on their websites.
According to a statement, the AdviceOS calculators offer clients the tools to analyse their financial situation.
The calculators will offer insight into investment choices, retirement income and, if appropriate, “the ability to investigate their potential transition to retirement” options, the statement said.
The calculators are “fully configurable”, allowing businesses to align the look and feel to their corporate style guide, Midwinter said.
Managing director Julian Plummer said, “The beauty of these calculators is that they have been developed with various ‘calls to action’.
“These calls to action give the client a clear line-of-sight from the adviser’s AdviceOS public website calculators, escalating to digital advice, escalating to phone-based advice and eventually escalating to face-to-face advice in a cohesive manner.”
The Court of Criminal Appeal has unanimously dismissed the appeal of a former ad...
In what Mayfair 101 has described as a ‘massive overreach’, ASIC has apparen...
A new survey of university financial planning departments indicates that less th...
Get the latest news! Subscribe to the ifa bulletin
Copyright © 2020 Independent Financial Adviser
Get notifications in real time and stay up to date with content that matters to you.
