Using the Midwinter integration - SPA

Integration summary

Our integration with Midwinter allows you to keep your Practifi Client, People, Entity, Asset & Liability records in sync with Midwinter, as well as providing shortcuts from your Practifi clients to the corresponding Midwinter record. The information flow between systems functions as below:

Practifi		Midwinter
Client	Real-time 🠞	Client Group
Client Entity	Real-time 🠞	Entity
Person	Real-time 🠞	Client
Assets (Lifestyle only) & Liabilities	Real-time 🠞	Personal Assets & Liabilities
Insurance Policies	Real-time 🠞	Insurance
Assets	🠜 Daily	Investments
Holdings	🠜 Daily	Investment Options

Using the integration

Sending clients to and viewing clients in Midwinter

• From the Client record, open the overflow menu by clicking the down arrow in the page heading
  
• Click the Create in Midwinter button. This will cause the button to be replaced by a View in Midwinter button.
• After a moment, the Midwinter record will be accessible by clicking the View button, which opens AdviceOS in a new tab.

Other things to consider

• In order for a Practifi lifestyle asset to be eligible to synchronise with Midwinter, it must have an Asset Stage of "Owned".
• If you wish to synchronise an existing Midwinter client group with Practifi, contact your Customer Success Manager to organise.

Sending data between systems

• All information flows in this integration are one-way only, either from Practifi to Midwinter or vice-versa. That means that updating data in the target system rather than the source system will cause it to be overwritten.
• Data sourced from Midwinter is synchronised based on the scheduling done when initially setting up the integration. This may mean a lead time between sending a client to Midwinter and receiving an initial portfolio feed.
• When viewing a client's assets, assets sourced from an external system will have an  icon to the right of the asset name. When your mouse cursor hovers over the icon, it will display the name of the system it came from, e.g. "Sourced from Midwinter Feed".
• Holdings information can be seen from the asset record.

Field mapping

Client (Practifi) - Client Group (Midwinter)

Practifi	Midwinter
Owner	Adviser
Marital status	Marital status
Location address	Residential address
Postal address	Postal address

Person (Practifi) - Client (Midwinter)

Practifi	Midwinter
Salutation + First Name + Last Name	Name
Preferred Name	Preferred Name
DOB	Date of Birth
Retirement Age	Retirement
Sex	Gender
Email	Email Address
Mobile Phone	Mobile Phone
Home Phone	Home Phone
Business Phone	Work Phone
Will Date	Current will in place?
Smoker	Smoker?
General Health	Health

Client Entity (Practifi) - Entity (Midwinter)

Practifi	Midwinter
Entity Name	Entity Name
Entity Type	Entity Type
ABN	ABN
ACN	ACN

Lifestyle Asset (Practifi) - Personal Asset (Midwinter)

Practifi	Midwinter
Description	Asset Name
Current Value	Value
Category	Type
Owners	Owner