Generating Advice within Planbuilder

Generating Advice within Planbuilder

This page is a webinar presented in two parts, focusing on a case study of medium complexity from beginning to end; creating a client, updating fact find, completing product and strategy modules and then generating the advice document for the client.

Generating Advice in AdviceOS - Part 1

The focus of this webinar is around the following two areas of AdviceOS:
  1. Fact Find
  2. Product Modelling
In this video you follow a case study that looks at super switches, concessional & non-concessional contributions and a pension refresh.



Generating Advice in AdviceOS - Part 2

The focus for session 2 is around:
  1. Strategy modelling within Cashflow & Capital
  2. Planbuilder and SOA output


For detailed information on navigating each of these modules within AdviceOS, we have a number of user guides available within the Modelling section of the Help Centre.

You can also contact the Midwinter support team via email at info@midwinter.com.au or via phone on 1300 882 938.

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