This module allows you to compare and review insurance products and generate an SOA. Fully integrated into AdviceOS, Insurance Comparison uses the data from your client fact find and lets you select your desired cover and scoring to run a tailored ...
Cashflow and Capital is a comprehensive modelling tool that Midwinter provides Users of AdviceOS who wish to capture their clients entire circumstances, including all income, expenses, assets, liabilities and insurances. It can capture information on ...