Technology firm Midwinter has launched an ‘off-the-shelf’ configurable calculator targeted at superannuation funds and financial advisers.
According to a statement, the Midwinter AdviceOS calculators offer financial advice clients and superannuation members the tools to analyse their financial situation.
The calculators will offer insight into investment choices, retirement income and, if appropriate, “the ability to investigate their potential transition to retirement” options, the statement said.
The calculators are “fully configurable”, allowing businesses to align the look and feel to their corporate style guide, Midwinter said.
Managing director Julian Plummer said, “The beauty of these calculators is that they have been developed with various ‘calls to action’.
“These calls to action give the client a clear line-of-sight from the adviser’s AdviceOS public website calculators, escalating to digital advice, escalating to phone-based advice and eventually escalating to face-to-face advice in a cohesive manner.”
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