Product
Target Market Determination
Introduction The Treasury Laws Amendment (Design and Distribution Obligations and Product Intervention Powers) Act 2019(Cth) came into effect on 5 October 2021 (DDO Laws). The new Design and Distribution Obligations (DDO) require issuers to design ...
Fundsbase
Fundsbase The fundsbase module allows you to conduct research and comparison for super, pension, and investment platforms. In this module, you are also able to create your custom platforms on licensee/practice level. Fundsbase feeds all the data for ...
Product Comparison
Introduction Midwinter has been providing product comparison tools since the release of our Reasonable Basis comparison tool in 2007. Overview Product Comparison can be used in conjunction with our Total Portfolio Analysis (TPA) feature for product ...
Total Portfolio Analysis
Total Portfolio Analysis (TPA) is a tool you can use to obtain a consolidated view of your clients existing and recommended investments. Other functionalities include the use of alternatives for comparison capabilities, the ability to transact and ...