Back2Basis
Midwinter’s back2basis is an online application system that makes complex financial advice easy.
It achieves this by efficiently linking financial advisers to paraplanners capable of analysing the adviser’s requirements The back2basis system involves financial advisers submitting a very simple and intuitive online request opened via a link from their dealer group’s website. The online request is automatically run through Midwinter’s software to determine the best position for the client before being analysed by the either the dealer group’s internal paraplanning or compliance divisions or Midwinter’s new paraplanning team.
Midwinter’s back2basis helps ensure that the adviser’s objectives are being achieved and their conduct and disclosure obligations are being satisfied.