Midwinter to deliver technology services for Suncorp Advice

Salvador Saiz

Salvador Saiz

Australian based financial advice technology firm Midwinter has announced it will deliver technology services for Suncorp’s salaried financial planning business – Suncorp Advice.

Midwinter was selected by Suncorp upon review of its financial planning business, which included testing by Suncorp advisers and paraplanners.

AdviceOS will provide Suncorp with:

  • Enhanced system capabilities – including cloud-based and API driven integration
  • Strategic and product modelling capabilities
  • Superior planner/user experience and client engagement
  • Process and production efficiencies
  • CRM and reporting capabilities
  • Compliance functionality
  • Experienced project management of transitions and support

Midwinter’s Head of Institutional Growth, Salvador Saiz welcomed the announcement saying:

“The future of planning tech means being to deliver best-in-class strategy and product modelling, giving advisers the ability to easily compare and project different client scenarios. This ability to compare multiple scenarios gives advisers the means to determine if the advice is in the client’s best interests. We’re delighted to be not just providing planning software to Suncorp, but to be a part of their over-arching financial advice vision.”

“Forward thinking businesses like Suncorp Advice are beginning to see the need for a technology provider whose approach to business is as a partner, not just a vendor (which has been the operating model of many providers in the past). The great thing about being a cloud based, open architect software service means that we can partner with companies with ease, tailoring our services and products to suit individual business requirements.”

Rollout of Midwinter’s AdviceOS to Suncorp Advice financial planners commenced this month.

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