In a statement, the technology company said it commenced the roll out of its AdviceOS software across Suncorp Advice’s financial planning practices this month.
Midwinter head of institutional growth Salvador Saiz said the company was pleased to be “a part of [Suncorp’s] over-arching financial advice vision”.
“Forward thinking businesses like Suncorp Advice are beginning to see the need for a technology provider whose approach to business is as a partner, not just a vendor – which has been the operating model of many providers in the past,” he said.
“The future of planning tech means being [able] to deliver best-in-class strategy and product modelling, giving advisers the ability to easily compare and project different client scenarios. This ability to compare multiple scenarios gives advisers the means to determine if the advice is in the client’s best interests.”
The statement said Suncorp chose Midwinter following a review of its advisers and paraplanners.
Agree. We rolled it out at Findex. Everything now takes forever and the clients are waiting twice as long to get their advice documents.
AdviceOS is rubbish. Crashes all the time. Workflows don’t work.. Good luck to all suncorp staff that have to deal with this dud.