Advice templates - Demonstration
We have partnered with one of the leading financial planning software companies, Midwinter, to bring you a financial planning software solution that has been customised for accountants. More than just a series of templates, it’s a complete software solution that will take the pain out of the advice process.

It caters for both licensed and unlicensed accountants, incorporating:
  • A Licensing Assessment Tool; and
  • An Accountant Template Toolkit
Due to an overwhelming level of interest in the template solution, we have decided to run a demonstration webinar, so you can get a better understanding of the offer and whether it will work for your business.  Hopefully it will alleviate some of your regarding how you will get started and generate advice documents.