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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Six tips to help protect your business from the latest global cyber security breach

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Over the weekend, you may have read or heard about the global “ransom-ware” cyber-attack that has hit over 150 countries. Our industry is in not immune to what has happened and many Australian advice, superannuation and accountancy businesses will be susceptible to this “cyber attack” as more malicious variations appear. The good news is Midwinter […]

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Midwinter adds Omnium to its Fintech ecosystem

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Midwinter has announced the completion of its integration between AdviceOS and Ominum’s OmniLife. This allows the real-time flow of insurance premium product data from OmniLife into the AdviceOS Fact Find, Client Portal and Statement of Advice generator. It also allows client data from AdviceOS to be pre-populated into OmniLife, ensuring a synchronised connection between the […]

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Beyond the SoA – an evening with XY Adviser

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The tectonic plates sitting beneath the Australian advice industry have been shifting for some time now. Rapid change is on the horizon – in fact, it’s already here and technology has been a significant contributor to this. So too have the XY Adviser network whose ethos to ‘turn frustrated advisers into modern advisers’ has been […]

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Digital and Social Media with the Australian Advice Industry

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It appears that the Australian advice industry is split when it comes to whether reputational risk prevents them from participating on social media channels, according to research carried out by Midwinter Financial Services in conjunction with Jenesis Consulting. In 2016, Midwinter surveyed 153 advisers of varying backgrounds and specialisations on Digital and Social Media, with […]

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Cbus partners with Midwinter for advice over the phone

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Sydney-based financial services software company Midwinter has announced their partnership with Cbus Superannuation as technology provider for their ‘advice over the phone’ service. The new Cbus service will commence on 31 October and utilise over 20 specialist financial advice roles with an increased emphasis on effective communication and ‘end to end’ service delivery. The launch […]

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Midwinter recruits ex Rice-Warner consultant Salvador Saiz

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Sydney based financial services technology provider Midwinter, has today announced its latest hire – Salvador Saiz as Head of Institutional Growth – as the company continues its growth within the Superannuation and institutional space. Mr Saiz, whose career in financial services spans 20 years in research, SME consulting and distribution positions, joins the Midwinter team with a wealth […]

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What we can learn from Google, Yodlee and Silicon Valley

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Upon return from the Implemented Portfolios Thought Leadership Study Tour, our Brand Manager Naomi Christopher shares her insight into what we can learn from the FinTechers on the other side of the globe… It’s been exactly a week since we said farewell to Silicon Valley and sunny San Francisco, yet my brain is still buzzing […]

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Cool sexy tech for your financial advice business

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Midwinter will be joining the AFA for their national adviser conference in October and we’re looking forward to sharing our tips to help digitise your business… The AFA national adviser conference is already shaping up to be amazing this year with a great line up of speakers and guests. Here at Midwinter we are very […]

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