What Horizon can see
In Midwinter, Horizon can work with the supported client, adviser, advice and workflow information made available in the authorised AdviceOS environment.
MidwinterFinancial advice and mortgage broking software
AI automation inside Midwinter.
Ask Horizon across approved AdviceOS information and prepare review work without jumping between systems.
Advice-client briefing
TW
@Horizon, brief me on this client using approved Midwinter records and the latest SharePoint documents.
On it. Checking Midwinter now.Documents checked in MidwinterChanges since the last check pulled firstCross-checked and compiled into one briefing
A joined advice-client briefing.
Review-completeness worklist
PN
@Horizon, show me reviews with missing information or outstanding actions and who owns each item.
On it. Checking Midwinter now.Approved Midwinter records checkedMissing items listed for follow-upCross-checked and compiled into one list
A review-completeness worklist.
Update
MD
@Horizon, prepare the supported client or workflow update and wait for adviser approval.
On it. You approve before anything is saved.
The approved details read from this threadNothing saved in Midwinter until you approve
A checked Midwinter update.
Works alongside
The connection
How does Horizon actually get into Midwinter?
Horizon connects through Midwinter's official API. Your organisation approves the account, records and actions in use before the workflow is built.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
MidwinterYour approved records
What Horizon can prepare
Horizon shows your team each proposed Midwinter change before anything is saved. Supported client or workflow changes remain behind adviser review and do not replace advice judgement.
How work can start
For Midwinter, Horizon checks the agreed AdviceOS records on a controlled schedule and highlights changed or incomplete work.
What we confirmed about the Midwinter connection
- The live AdviceOS configuration determines which records can be used.
- A strong first workflow is a completeness and outstanding-actions list.
- Horizon prepares evidence and updates, while the adviser keeps all advice responsibility.
Checked against official Midwinter information on .
Day to day
Use Midwinter without jumping between systems.
Midwinter stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with Midwinter.
Common questions
Using Horizon with Midwinter, answered.
What could our team ask Horizon to do with Midwinter?
Ask Horizon across approved AdviceOS information and prepare review work without jumping between systems. Typical results include a joined advice-client briefing, a review-completeness worklist, and a checked Midwinter update.
Can our team use Midwinter from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Midwinter information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Midwinter with Outlook, SharePoint or our other software?
Yes. We design one workflow around Midwinter and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Midwinter, not just answer questions?
Yes, where Midwinter supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Midwinter?
We start with one useful, controlled request such as: @Horizon, brief me on this client using approved Midwinter records and the latest SharePoint documents. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
Midwinter provides access for approved AdviceOS customers and applications. We confirm the environment, client information and adviser controls before a pilot.
Does Horizon replace Midwinter?
No. Midwinter remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Midwinter workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside Midwinter.
Tell us the Midwinter job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.