Why we’re FinTreking to Silicon Valley

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Midwinter is attending the Implemented Portfolio Thought Leadership Study Tour in the United States next month and as the departure date fast approaches, Managing Director – Julian Plummer explains why they believe this is integral to the continual innovation of their software and what this will mean for their users. The classic fear of the unknown in business

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29 Aug 2016

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Midwinter paves digital training path – launches ‘Midwinter Academy’

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Midwinter has announced that it has launched ‘The Midwinter Academy” – a state-of-the-art digital training portal for its users. The newly created online training portal will ease the planning software transition process, allowing advisers and their support staff to undertake training specific to their software solution at any time, from anywhere and on any device.

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07 Jun 2016

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Planners lash out against 2016’s Federal Budget

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“Insane and unfair”, “Immoral and a disgrace” “Disappointing”, “Ridiculous” and “Dumb, dumb, dumb” – these are just some of the sentiments shared by financial planners this morning when asked to comment on some of the the superannuation components of latest Federal Budget. Midwinter surveyed a total of 103 Australian advice practitioners in order to gain

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05 May 2016

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Midwinter partners with Licensing for Accountants to provide technology and advice solution for accountants

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Midwinter has announced that it is partnering with Licensing for Accountants to provide compliance and advice technology for limited licence holders. Licensing for Accountants (headed by CEO, Kath Bowler) supports accountants who are moving – or want to move – from compliance to advice. A key component of that support is the provision of access

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12 Apr 2016

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Midwinter appoints new Head of Distribution

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Sydney-based financial planning technology provider Midwinter has appointed a new Head of Distribution – Helen Thom, in addition to beginning the recruitment process of several new positions within the company’s sales and support team. Helen Thom, who was initially hired as a Senior Business Development Manager back in April 2015, has been appointed internally to

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28 Jan 2016

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Complacency breeds failure – only the paranoid survive

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Information Security will be an integral driver in the FinTech space in 2016 and well beyond, suggests Julian Plummer – Managing Director of financial planning software provider, Midwinter. Quoting Andy Grove from Intel, Mr Plummer stated ‘Complacency breeds failure. Only the paranoid survive.’ in relation to the confidential client data of financial advisers. He advises

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19 Jan 2016

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Midwinter boosts Insurance modelling capacity of AdviceOS

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Midwinter has today announced significant enhancements made to its insurance modelling capability within cloud based – AdviceOS, rolling out the additional functionality to AdviceOS users over the past month. This significant upgrade was released in two phases, with the enhancements aimed specifically at boosting the efficiency of life insurance advice generation by changing how the

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16 Dec 2015

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Midwinter beefs up Digital Advice team ahead of expected product releas

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Midwinter Financial Services has today announced that it has made a key hire within its Business Development team, appointing Esther Moseley to the position of Senior Business Development Manager – Enterprise. Ms Moseley brings to Midwinter 15 years of experience within the financial planning space, specifically significant experience with financial planning software – having previously

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26 Nov 2015

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