Midwinter launches new calculator for advisers
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.”
AMP to introduce annual advice agreements
AMP has announced it will introduce annual agreements for clients who currently ...
Only one in four retirees seek advice, report finds
New research has found that only one in four people aged 65 and over actively se...
Praemium adds three model portfolios to SMA
Advice platform Praemium has broadened its range of model portfolios on its sepa...