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

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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

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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

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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

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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

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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

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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

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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

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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

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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 –

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