Training

“Midwinter’s software is highly intuitive and easy to use, but we understand that adviser training is the key to successful financial advice software.” Julian Plummer, Midwinter Managing Director

All subscribers to Reasonable Basis enjoy the follow training and support options:

  • Full access and training during free month trial – All new eligible users* of Midwinter’s Reasonable Basis software will receive a month free full access to trial the software. During the trial period all new users are booked in for one-on-one online remote MidwinterAssist training.
  • Free ongoing training & support via Midwinter’s Help Desk – Midwinter provides all users of Midwinter’s Reasonable Basis software with free and ongoing training and support. Midwinter’s Help Desk 1300 882 938 is available Monday to Friday from 8:30am – 7:00pm AEST or via our website www.midwinter.com.au and by email at info@midwinter.com.au.
  • MidwinterAssist online remote training – MidwinterAssist allows our support staff to quickly understand any particular issue faced by the user.
  • Reasonable Basis online video training playbacks – Available directly from the Reasonable Basis desktop, these comprehensive training playbacks are separated into software, technical and compliance training modules.
  • Live webinar training sessions – An expert will guide you through different aspects of Midwinter’s Reasonable Basis. Sessions are interactive where you can ask questions and hear questions and comments from other participants.
  • Midwinter’s Technical Basis – Midwinter’s Technical Basis team release a monthly financial planning strategy and technical newsletter, Technical Basis, to all users of Reasonable Basis.
  • Midwinter’s National Adviser Roadshows – Midwinter run regular National Adviser Roadshows for all subscribers to Midwinter’s Reasonable Basis.

*Eligible users include financial advisers, accountants and authorised representatives. Outsourced paraplanners, fund manager staff, platform staff and anyone else not authorised by Midwinter are not eligible for Midwinter’s Reasonable Basis.