Midwinter Financial Services has today announced their software agreement with Merit Wealth
Financial services, planning to roll out AdviceOS to the firm’s adviser network on the 30th of August
2015.
Merit Wealth opted for Midwinter’s software across the dealer group, utilising the universal use of
AdviceOS to optimise their advice generation process and simplify reporting procedures.
The relationship has evolved at an exciting time for Midwinter, whose momentum in the market has
continued to build rapidly throughout 2015.
Director of Merit Wealth, Garth McNally said that ‘Merit Wealth has rapidly upscaled its operations to
meet the growing demand for its limited licensing offer to accounting firms’.
Mr McNally went on to say that “the adoption of AdviceOS is an essential part of our investment and
commitment to the accounting profession and the transition to limited licensing. We explored a
number of technologies but chose AdviceOS as it simplifies the administration function of managing
multiple dealers, referrers and clients. It’s all-in-one, cloud based, and allows for an easy audit trail”.
“Today’s announcement is another key component of Merit Wealth’s strategy of providing our dealer
group’s advisers and accountants with high quality services that will directly assist them to increase
productivity and maximise the potential of their client service activities”.
Managing Director of Midwinter, Julian Plummer has said welcomed the relationship saying, “We are
delighted to be partnering with Merit Wealth, providing them with tools which will allow them to enter
the future of financial advice confidently and seamlessly.
This is a pleasing confirmation of our
AdviceOS cloud based strategy. By implementing AdviceOS throughout its network of advisers and
accountants, Merit Wealth will proactively manage the advice provided from a licensee point of view
in real time”.
“In addition to driving efficiencies in the head office, Merit Wealth advisers will be able to utilise the
many features of AdviceOS to drive practice efficiencies and streamline their back office processes.”
Source: Midwinter; Merit Wealth Financial Services
