Transition Manager

Transition Manager is the latest financial advice technology and service to be developed and offered by Midwinter Financial Services.

Leveraging off Midwinter’s unique Reasonable Basis compliance software engine and FundsBase database – containing fee and feature information of over 600 superannuation and 130 pension platforms.

Transition Manager provides advisers with the facility to quickly and efficiently transition books of clients into their preferred platform.

For more information on Transition Manager please do not hesistate to contact us on 1300 882 938 or click here to arrange for a Midwinter representative to contact you.