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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Midwinter integrates with Class

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Australian based financial advice technology provider Midwinter Financial Services has announced its integration with Class, a leading provider of cloud software for administration and reporting of SMSF and non-super investment portfolios. Both companies are renowned for their open API philosophy which allows for integrations with third party applications, removing the need for rekeying of data […]

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Midwinter to deliver technology services for Suncorp Advice

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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 […]

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Plummer urges the financial services industry to take the data breach privacy act seriously in 2018

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Julian Plummer, Managing Director of Kamino Cyber Security (and Midwinter Financial Services) has urged advisers, accountants and superannuation funds to ensure that the new Australian mandatory data breach notification laws are given top priority in their businesses coming into 2018. The recently introduced laws, (which receive royal ascent in February 2018) specify that all businesses […]

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Midwinter and PractiFI integrate to provide advisers with world class business management system

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PractiFI and Midwinter Financial Services have announced a software partnership which is set to streamline the financial planning advice process. Through both systems’ open API, PractiFI, the business management platform for financial services, will seamlessly integrate with AdviceOS, Midwinter’s flagship financial planning software. The integration provides users with connected access to both systems, allowing data […]

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Midwinter launches Kamino – cyber security service for advisers and accountants

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Australian based financial services technology provider Midwinter has announced the upcoming launch of Kamino, a cyber security service for financial advisers and accountants. The offering will include vulnerability assessments, penetration testing and ongoing monitoring in order for accounting, advice practices and licensees to assess the strengths and weakness of their systems. Midwinter saw an opportunity […]

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Midwinter leverages superannuation gamification to develop consumer facing calculators

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Australian based technology provider Midwinter Financial Services has today announced the release of its public facing AdviceOS calculators. These calculators are designed for super funds and planners who want off-the-shelf configurable calculators to feature on their public websites. The AdviceOS calculators will provide clients and members of financial planners and superannuation funds a broad range […]

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