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Midwinter teams with wealth platform on integration deal

» » Midwinter teams with wealth platform on integration deal

Midwinter has announced a new data integration deal with Moneysoft.

The partnership will allow advisers using Midwinter’s AdviceOS and Moneysoft fact find solution to seamlessly push and pull data between the two systems.

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New budget overview

Overview The budget page has undergone a significant re-design. Check out our walk through video by clicking here.

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Release notes August / September 2018

The process of entering in updated credit card details has been improved to prevent an issue where this could fail and not provide an error message.