This latest update follows intelliflo’s recently-released Advice, Evolved whitepaper, which identified leveraging technology and AI as a game-changing asset reshaping the advice world by saving advisers time and money.

Paradino, an AI note taker for financial advisers, accurately summarises meetings to help advisers deliver personalised client notes and save time on administration with file notes able to be replicated in real-time across the two solutions. This move with intelliflo marks the file note-taking solution’s first integration with a CRM.

Jovana Djordjevic, Director of Customer Success at intelliflo Australia, said the integration recognises practices’ increasing expectation and desire to deliver new tools to their advisers.

“Our Advice, Evolved whitepaper confirmed leading advisers and practices are expected to increase their reliance on technology in the coming five years, with AI note-taking identified as a key area of positive change, and advisers are consistently telling us they want to leverage AI for important summaries and reminders to ultimately deliver a richer client experience,” she said.

“This latest update with Paradino delivers that benefit, and we’re excited to be the first CRM to integrate with them. While today we are announcing the first feature of this partnership, together, we plan to roll out many more AI-led updates to our intelliflo customers.”

Alex Gassner, Co-Founder of Paradino, said the integration will also allow advisers to save precious time by reducing manual processing.

“Traditionally, advisers spent countless hours generating documentation and preparing for meetings, but tech and AI now opens up this time for advisers to see more clients, build stronger relationships, and better personalise the advice experience,” he said.

“Our integration allows users to leverage their intelliflo client list and seamlessly sync generated file notes to intelliflo’s documents section, ensuring all file notes are replicated across platforms in real-time.”

intelliflo’s principal product offering, intelliflo office, is an industry-leading business management system designed for financial advice firms of all sizes. It streamlines the entire advice process, giving advisers valuable time back to focus on building better outcomes and client relationships.

Read the whitepaper.

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Stacey Cowan

Midwinter Financial Services (Midwinter) has announced it has partnered with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers.

Midwinter has launched the Paraplanning Partners Program following a successful pilot phase. This program connects Midwinter’s clients with a network of highly skilled paraplanning professionals trained in the Midwinter software, enabling seamless collaboration and efficient delivery of paraplanning and administrative services.

 A key feature of the program is the unique paraplanning license, providing a secure and streamlined way for paraplanners to access specified client records through the Midwinter financial advice software. This facilitates the seamless delivery of external paraplanning and administrative services, with advice businesses able to tap into this expertise and additional resource pool when required.

Stacey Cowan, Head of Advice, Midwinter says, “Following a successful pilot, Midwinter is thrilled to be partnering with leading paraplanning providers to create a holistic offer to advisers, ensuring they can operate efficiently and effectively in delivering expert advice to their clients. With the support of our trusted paraplanners, advice businesses can confidently embrace Midwinter and focus on what matters most – their clients.”

Alex Gassner, General Manager, Scale Up Paraplanning says, “We are excited to be one of the inaugural members of Midwinter’s Paraplanning Partners Program. This represents a pivotal opportunity for Scale Up Paraplanning to enhance our partnership, deepen industry ties, and strengthen the quality of our service offering. By focusing on our strengths and collaborating to maximise the provision of quality advice, we’re able to better serve our clients and help them reach their goal of scaling advice operations. As we continue to progress on this journey, we are confident that this partnership will shape a promising and transformative future for our business, setting a new standard of excellence in the financial planning sector.”

Esha Khosla, Director, TNW Solutions says, “We are very excited to be a part of the Midwinter’s paraplanning program. Together with Midwinter, we are aspiring to challenge the status quo and add value in the financial planning space. We have a common objective to increase our footprint in the financial services industry and are looking forward to this partnership which will make way for opportunities to service more customers by providing feasible, cost-effective and efficient solutions for advisers and their practices.”

Damien Winberg, Director, Rocket Services says, “We are thrilled to be working with Midwinter as a preferred support partner. Rocket Services has long supported Midwinter’s intuitive software, which coupled with their commitment to ongoing training and customer satisfaction, has been instrumental in our success. This collaboration allows us to bring our expertise in Paraplanning and Admin to a broader audience, offering financial planning practices a seamless back office solution and Advisers more time to focus on delivering outstanding advice to their clients.”

TNW Solutions is an independent Australian-owned and operated business, providing efficient and high-quality paraplanning services nationwide. Scale Up Paraplanning is an Australian-based back-office service provider that delivers outsourced paraplanning, admin/research and practice consulting services. Rocket Services creates, sources and connects expertise offshore to deliver seamless support to clients.

 The Paraplanning Partners Program marks another milestone in Midwinter’s commitment to delivering innovative solutions that support the financial planning industry. 

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