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 federal budget will be unveiled in March. ...
Pendal has enlisted Northern Trust to perform a wide range of asset services across Australia, UK and Ireland. ...
New watchdog tasked with overseeing the corporate regulator will deliver its first report by end of July 2022. ...
Get notifications in real time and stay up to date with content that matters to you.
