Andrew Zietara

Midwinter, a Bravura Solutions Limited company, has announced an integration with Inherit Australia, an estate planning platform connecting financial planners and lawyers.

Advisers using Midwinter financial advice software can now seamlessly pull their client data into Inherit Australia.

The Inherit software uses a sophisticated legal bot that replicates the line of questioning of an experienced estate planning lawyer to help advisers navigate estate planning conversations with their clients. This allows advisers to complete the data collection and testamentary wishes process without providing legal advice. The process does not require any prior estate planning knowledge or experience.

The one-way integration from Midwinter to Inherit eliminates the need for double data-handling while ensuring the integrity of client data stored in the Midwinter client profile.

“Advisers already have a trusted relationship with their clients; when it comes to estate planning, it makes sense for them to lead these conversations,” said Andrew Zietara, Head of Product at Midwinter. “This integration builds on our partner ecosystem, providing advisers with increased functionality and efficiency.”

Chris Hill, Legal Co-Founder at Inherit Australia said, “it’s all about deepening the adviser-client relationship; this integration puts the adviser in the box seat and cements them as the lead adviser of their clients and their families in the accumulation, protection and distribution of wealth on death.”

Registration to Inherit Australia is free on a pay-as-you-go plan and provides opportunity for advisers to grow their service offering and create a new income stream. Midwinter’s API integration requires authorisation by account holders, followed by a straightforward web authentication process to connect accounts.

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Andrew Zietara

Midwinter, a Bravura Solutions Limited company, has today announced the extension of its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers.

Advisers using Midwinter’s financial advice software can now access the interactive and visually engaging tool to assist their clients in achieving their financial goals, such as paying off their mortgage or saving for a holiday, based on their situation and goal priority.

With MultiGoal, advisers can provide goals-based advice in real-time, including reviewing and prioritising a client’s goals and generating a quick statement of advice. It can be used in front of clients as part of an educational and consultative discussion, showing the value of advice and strengthening advisers’ client pipelines.

The solution uses client financial information to quickly provide strategic direction, with multiple goals, scenarios and trade-offs evaluated in one meeting.

Andrew Zietara, Head of Product at Midwinter says, “At Midwinter we are continuously innovating our software so our clients can provide better financial outcomes. We are pleased to roll out a solution that helps the advice profession showcase the value of advice while reducing upfront costs to deliver this advice.”

“MultiGoal’s easy-to-use interface stands out for its simplicity and its ability to be used in front of clients to show the impact of different goal priorities, allowing for more relevant conversations during client meetings and reduced time and effort to produce a statement of advice.”

MultiGoal is available now following a successful beta trial with Midwinter customers.

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Zietara joins Midwinter from capital market technology solution provider GBST, where he was focused on enterprise technology strategy and delivery. Prior to this, Zietara held positions in AMP in both a licensee management and an advice practice coaching capacity. In these roles he helped hundreds of advice practices evolve their business model and value proposition.

“I am passionate about the difference technology can make in financial advice,” Zietara said.

“There is a big opportunity for advice businesses to improve efficiency through technology, particularly for advice production and compliance. I also believe many Australians could benefit from advice if it was more accessible. I am excited to join a company that is building technology that will unlock these opportunities.”

Steve Davison, Chief Commercial Officer at Midwinter welcomes the appointment.

“We are delighted Andrew has joined Midwinter as our new Head of Product,” said Davison.

“In this role, Andrew will lead the product strategy and proposition for Midwinter. His background in financial advice consulting, licensee management and financial services technology implementation make him a great fit to provide both forward-thinking innovation and delivery discipline for Midwinter’s advice software.”

Zietara’s appointment as Midwinter’s Head of Product is effective from Monday 11 October 2021.

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