Midwinter and Briefi answer different questions. Midwinter’s AdviceOS is advice software for Australian practices, licensees and super funds, with modules for strategy, products, insurance and advice documents. Briefi is built around what happens with the client: the review meeting, the follow-up, the fee consent and the signature. Briefi does not write the Statement of Advice or compare products. A practice that wants a modular advice system should look at Midwinter. A practice whose gap is the meeting and the paperwork around it should look at Briefi, and the two can sit side by side.
Each Midwinter line links to the page it came from. A thing Midwinter’s pages do not mention is marked as not stated, which is different from saying it is missing.
| Briefi AdvisorPlans from A$49 a month | Midwinter | |
|---|---|---|
| Meetings | ||
| Meeting notes and transcription | Briefi AdvisorBuilt inA brief before you meet, a recap afterwards in the language of the meeting, a drafted follow-up and actions with an owner | MidwinterNot stated on the pages we readThe integrations page lists no meeting-notes partner5 |
| Advice and clients | ||
| Advice documents | Briefi AdvisorNot producedBriefi does not write the Statement of Advice. That stays with you and your licensee | MidwinterYesStandard templates are available to all AdviceOS customers at no additional charge. A managed option covers SOA, ROA, FDS and Fact Find for a monthly fee3 |
| Client portal | Briefi AdvisorAdvisor plansOff until a workspace switches it on | MidwinterYes, as a priced moduleA digital fact find, an objectives builder and document sharing between meetings42 |
| Electronic signing | Briefi AdvisorBuilt inDrawn or typed signatures, co-signing on separate links, and a certificate page on the signed PDF | MidwinterNot stated on the pages we readThe portal page does not mention signing, and no signature partner is listed45 |
| Connections and data | ||
| Integrations | Briefi AdvisorCRMs and calendars todayPushes to ten CRMs, including HubSpot, Salesforce and Zoho CRM, and syncs Google, Microsoft 365 and CalDAV calendars. More connections are rolling out progressively | MidwinterYes, plus an open APIClass, Inherit, Moneysoft, myprosperity, Omnium and Worksorted are listed, and Midwinter says its open API supports more5 |
| Where your data is held | Briefi AdvisorStored in SydneySome processing uses providers overseas. The Security page names them | MidwinterNot stated on the pages we readNone of the pages we opened describes hosting12 |
Midwinter produces the advice. Briefi runs the conversation around it. Midwinter is owned by Bravura Solutions, and its pages publish no price.
A practice is preparing an annual review for a couple who have been clients for years. Midwinter’s side comes from its own pages as they stood on 16 October 2026.
The Digital Fact Find lets clients provide and update their personal data in the portal, and the data is updated in AdviceOS automatically.4
The practice asks for what is missing through a document request. The couple upload through a link sent to their own address, and the brief for the adviser collects earlier notes and open actions.
The Objectives Builder notifies the adviser when clients add or change objectives. Meeting capture is not described on the pages we read.4
Briefi records the meeting through the bot, the browser or the face-to-face recorder, then lists what was decided and who owns each action.
Standard Advice Document templates come at no extra charge, and a managed option covers SOA, ROA, FDS and Fact Find for a low monthly fee.3
Not produced by Briefi. The Statement of Advice comes from your advice platform, and the review journey can hold a step for presenting it.
Neither the portal page nor the integrations list names electronic signing, so we make no claim either way.45
The agreement goes out for signing online and each partner signs on their own link. The signed PDF includes a certificate page with a SHA-256 digest.
Class holdings, estate planning and insurance search flow in through listed partners, and Worksorted syncs with the CRM.5
The meeting and its outcome can be pushed to your CRM, and the follow-up leaves from your own mailbox so the thread stays in your sent items.
If any of these decides it, Midwinter is the better fit today.
Midwinter’s menu has separate sections for advice practices, licensees and super funds, and its home page shows figures of more than two thousand advisers and more than five hundred and fifty thousand Australians. Briefi serves the practice and the adviser.1
Midwinter says its standard templates were reviewed by a financial services law firm and are updated with legislative changes, and the set covers SOA, ROA, FDS and Fact Find. Briefi writes none of them.3
AdviceOS lists modules for products, insurance, strategy, advice concepts and key risk indicators, and its Omnium integration searches insurance providers. Briefi does no product comparison.25
Clients complete the Digital Fact Find in the portal and the answers update AdviceOS, and the adviser is notified when a client adds or changes an objective.4
Briefi is for the practice that wants the hours around advice back. It runs alongside whatever produces your documents.
The bot joins Zoom, Teams or Google Meet, or you record in the browser or in the room. The recap lists decisions and actions, and the follow-up is drafted for you to read before it goes.
Briefi tracks each fee arrangement against its reference day and shows consent as current, open, due or lapsed for Australian workspaces, so a window is seen before it lapses.
Briefi’s Advisor plans are priced per plan, with your book and the clients you worked with counted each month.
Briefi does not write advice documents, does not take payments from your clients today, and its identity checks are not available yet. The app and its built-in forms are English only.
How the whole record fits together is on the Advisor page.
Briefi prices each plan and shows the allowance beside it. Midwinter prices by module for each member of your team and publishes no figure.
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
No. AdviceOS is advice software with modules for strategy, products and documents. Briefi covers the meeting, the follow-up, the fee consent and the signature, and does not write advice documents.
Midwinter’s footer says it is owned by Bravura Solutions. The product is called AdviceOS, and the login sits at adviceos.com.au.
Yes. Midwinter holds the file and documents, and Briefi handles the review meeting and consent. Briefi connects today to ten CRMs and to Google, Microsoft 365 and CalDAV calendars, with more connections rolling out progressively.
The pages we read do not say. They describe a client portal with a fact find, an objectives builder and document sharing, and list partners that carry no notetaker or signature tool. Ask Midwinter directly before relying on either.
Midwinter charges per module for each team member and shows no figure. Briefi’s Advisor plans are priced per plan on its pricing page, with your book and the clients you worked with counted each month.
Last reviewed 16 October 2026. Facts about Midwinter come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
8 sources cited, and 5 competitor pages read. Next review due 15 January 2027.
Seen something out of date? Write to support@briefi.sh and we will check it.
Briefi’s own pages