Midwinter inks new partnership with Moneysoft

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Midwinter Financial Services Pty Ltd (Midwinter) has announced an integration with Moneysoft, a provider of client engagement software for financial advisers, mortgage brokers and the financial services industry. Advisers using Midwinter’s AdviceOS and Moneysoft’s Fact Find solution can now seamlessly push and pull data between the two systems. The integration allows advisers to select which

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Digital advice key to super fund future

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Superannuation funds that fail to engage their members through digital advice could find their products are no longer competitive as rivals increasingly build a more holistic suite of services. The need to deliver quality financial advice at scale is growing as superannuation funds strive to close the advice gap for young members and offer accessible

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New Chief Commercial Officer at Midwinter

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Bravura Solutions Limited (Bravura) has announced the appointment of Steve Davison as Chief Commercial Officer for their financial advice software business, Midwinter Financial Services Pty Ltd (Midwinter). Davison joins Midwinter from Better Trade Off, a Singapore based Fintech developing digital financial planning services. His previous experience includes senior roles across AMP and AXA’s Wealth Management,

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Midwinter expands partner ecosystem with myprosperity integration

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Midwinter Financial Services Pty Ltd (Midwinter) has announced an integration with myprosperity, a market leading client portal solution for financial advisers and accountants. Advisers using Midwinter’s financial planning solution, AdviceOS, can now pull client data including personal details, entities, associates, relationships, assets, and liabilities from myprosperity into AdviceOS with the click of a button. The

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Midwinter launches next-gen Insurance Comparator powered by Galaxy

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Midwinter, a Bravura company – leaders in financial advice technology, has announced the launch of its powerful next generation insurance comparator, leveraging Rice Warner’s brand-new Galaxy Risk Insurance Engine (Galaxy). Midwinter’s insurance comparator is an enhanced offering within its highly acclaimed flagship product – AdviceOS, allowing users to holistically and efficiently review and compare the

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Midwinter poised for expansion with Head of Brand and Marketing appointment

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Midwinter Financial Services – a leading Australian-based financial technology provider is pleased to announce the appointment of Leni Vu as its Head of Brand and Marketing, as of 1 July 2019. The recent appointment of CEO Jeff Hall has prompted a string of new executive hires to the business including Product Manager, Ivon Gower and

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Midwinter acquires InvestmentLink

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Financial planning software provider Midwinter has announced that it has completed its transaction to acquire InvestmentLink, further developing its operations in line with its strategy. About InvestmentLink Investment Link is Australia’s largest independent datafeed repository that fully services the Australian financial planning market. The InvestmentLink service contains over 4.4 million client accounts across more than

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Midwinter bolsters team

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With a number of digital transformation projects underway, Australian based financial advice technology provider Midwinter Financial Services has announced several appointments to support its current team. First of these hires is Ivon Gower – appointed to the newly created role of Senior Product Manager. Ivon brings over 20 years’ experience in financial services to the

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Midwinter appoints CEO

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Australian based financial advice technology provider Midwinter Financial Services has announced the appointment of Jeffrey Hall as Chief Executive Officer off the back of consistent growth. Midwinter has continued to expand rapidly over the past several years, particularly within the enterprise market. As a consequence of this, Midwinter has been actively searching for additional executive

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Midwinter announces technology partnership with BUSSQ and Skylight Financial Solutions

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Australian based financial advice technology firm Midwinter has announced its recent technology partnership with BUSSQ superannuation fund. This has seen Midwinter’s AdviceOS platform utilised for a range of advice channels within BUSSQ, namely face-to-face and phone-based advice. BUSSQ has also employed the use of Midwinter’s Client Portal as a meaningful client engagement tool. Midwinter was

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