Midwinter
Curated by SignalWealth management software suite streamlining financial advice delivery for advisers.
Overview
Midwinter is a company that offers a wealth management software suite aimed at improving operations for financial advisers and wealth managers. The platform includes various fintech tools such as portfolio analysis, insurance comparison, and key risk indicators, which are intended to improve client engagement and operational efficiency. The company targets financial advisers by providing resources that assist in the transition to digital advice technologies, while also addressing compliance management and supporting business growth. The software incorporates AI and machine learning for predictive analytics, and features secure data aggregation to provide a comprehensive view of client portfolios. Additionally, Midwinter integrates with Outlook and offers collaboration through a paraplanning partners program.
Key facts
- Founded
- 2009
- Headquarters
- Portugal
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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Open roles
4 rolesAssociate Business Consultant-Contractual
Gurgaon, Haryana, India · On-site · Contract
Project Administrator
Gurgaon, Haryana, India
Junior Developer
Sydney, New South Wales, Australia
