Midwinter launches MultiGoal optimisation engine
Summary
Midwinter, a Bravura Solutions Limited company, has announced the extension of its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers. The company says MultiGoal provides value-add and efficiency for financial advisers with a simple and effective strategic advice tool. The solution uses client financial information to quickly provide strategic direction, with multiple goals, scenarios and trade-offs evaluated in one meeting. “MultiGoal’s easy-to-use interface stands out for its simplicity and its ability to be used in front of clients to show the impact of different goal priorities, allowing for more relevant conversations during client meetings and reduced time and effort to produce a statement of advice.” MultiGoal has undergone a successful beta trial with Midwinter customers and is now widely available. The company continues to provide cloud-based software solutions that look to improve efficiency, scalability, compliance, and client engagement.