AdviceOS

Paid Web

What AdviceOS is

AdviceOS is cloud-based financial planning software for managing client relationships, researching products, modelling advice, producing documents, and supporting compliance. Midwinter says it serves financial advice businesses from small practices to large institutions. The CRM supports reporting, fee disclosure statements, client communications, and generation of SOAs and ROAs. Its Product module includes Morningstar and ASX pricing and research, portfolio analysis, product comparisons, and FundsBase research on more than 1,300 investment platforms. Insurance Comparison offers Omnium or Chant West data options and connects with CRM, Fact Find, and Needs Analysis. A linked Client Portal provides digital fact find, objectives tools, and document sharing. Listed integrations include Class, Inherit Australia, Moneysoft, myprosperity, Omnium, and Worksorted; Midwinter also says AdviceOS has an open API. Standard advice document templates are included at no additional charge; managed templates have a monthly fee, while custom work is priced by statement of work. New clients receive onboarding, with data migration and template customisation available. Pricing is on request, with a required Base CRM and modular pricing. Midwinter says registering and setting up data feeds can take up to six weeks, and the data feeds module has an additional cost.

Who it suits

AdviceOS is intended for financial advice businesses, from small practices to large institutions. It may suit firms looking to bring client management, research, advice documents, and compliance workflows together.

What it does well

CRM generates SOAs and ROAs.
Product research includes Morningstar and ASX data.
FundsBase covers more than 1,300 investment platforms.
Standard advice document templates have no additional charge.
An open API and listed integrations are available.

What to know first

Pricing is available on request.
Base CRM is required for all users.
Setting up data feeds can take up to six weeks.
The data feeds module has an additional cost.

Limits

There is no free plan, and pricing is available on request. Data feeds are an additional-cost module, and setting them up can take up to six weeks.

Plans

Plan	Billed and limits	Price
AdviceOS modules	Modular pricing; Base CRM required for all users; packages and volume discounts available	On request

As midwinter.com.au lists them, read 30 Sept 2026. The maker's own page has the final word.

Getting started

Visit the AdviceOS website.
Contact Midwinter for pricing and module options.
Arrange onboarding as a new AdviceOS client.
Allow up to six weeks to register and set up data feeds.

Verdict

AdviceOS combines client management, product research, document generation, and compliance features for financial advice businesses. Modular pricing and the required Base CRM are worth considering, as is the potential setup time and extra cost for data feeds.

Questions

Is AdviceOS free?

No. AdviceOS has no free plan.

How much does AdviceOS cost?

Pricing is modular and available on request. The Base CRM is required for all users, and packages and volume discounts are available.

What platforms does AdviceOS support?

AdviceOS is available on the web. Midwinter says Product Comparator can be accessed from any device using any browser.

What integrations does AdviceOS offer?

Listed integrations include Class, Inherit Australia, Moneysoft, myprosperity, Omnium and Worksorted. Midwinter also says AdviceOS has an open API.

Are advice document templates included?

Standard templates are included at no additional charge. Managed templates have a monthly fee, while custom work is priced through a statement of work.

What does the Client Portal do?

The linked portal provides digital fact find, objectives tools and document sharing.

Facts from AdviceOS's own pages

Advice documents: Standard advice document templates are included at no additional charge; managed templates have a monthly fee, while custom work is priced on a statement-of-work basis. · midwinter.com.au, 30 Sept 2026
Client portal: The linked Client Portal provides digital fact find, objectives tools and document sharing, which Midwinter describes as secure. · midwinter.com.au, 30 Sept 2026
CRM and advice: The CRM supports client relationship management, reporting, fee disclosure statements, client communications and generating SOAs and ROAs. · midwinter.com.au, 30 Sept 2026
Data feeds: AdviceOS data feeds include Morningstar unit pricing and fund performance, InvestmentLink holdings and transactions, and ASX historical share information. · midwinter.com.au, 30 Sept 2026
Founded: 2006 · midwinter.com.au, 28 Sept 2026
Headquarters: Sydney, Australia · midwinter.com.au, 28 Sept 2026
Insurance: The Insurance Comparison module offers Omnium or Chant West data options and connects with CRM, Fact Find and Needs Analysis. · midwinter.com.au, 30 Sept 2026
Integrations: Listed integrations include Class, Inherit Australia, Moneysoft, myprosperity, Omnium and Worksorted; Midwinter also says AdviceOS has an open API. · midwinter.com.au, 30 Sept 2026
Intended users: Midwinter says the software is designed for financial advice businesses ranging from small practices to large institutions. · midwinter.com.au, 30 Sept 2026
Notable limit: Midwinter says registering and setting up data feeds can take up to six weeks, and the data feeds module has an additional cost. · help.midwinter.com.au, 30 Sept 2026
Onboarding: New AdviceOS clients receive onboarding, and Midwinter offers data migration and template customisation services. · midwinter.com.au, 30 Sept 2026
Product: AdviceOS is cloud-based financial planning software for client management, research, modelling, advice generation and compliance. · midwinter.com.au, 30 Sept 2026
Product research: The Product module includes Morningstar and ASX pricing and research data, portfolio analysis, product comparisons and FundsBase research on more than 1,300 investment platforms. · midwinter.com.au, 30 Sept 2026
Support: Midwinter offers a Help Centre, video tutorials, live online training webinars and a support team that says it responds within three business days, Monday to Friday, 8:30am–6:00pm AEST. · midwinter.com.au, 30 Sept 2026
Web access: Midwinter says Product Comparator can be accessed from any device using any browser. · midwinter.com.au, 30 Sept 2026

Where AdviceOS stands on Freedom251

Financial Advisor Software#14 of 31