Ivon Gower

Midwinter Financial Services Pty Ltd (Midwinter) has announced an integration with myprosperity, a market leading client portal solution for financial advisers and accountants.

Advisers using Midwinter’s financial planning solution, AdviceOS, can now pull client data including personal details, entities, associates, relationships, assets, and liabilities from myprosperity into AdviceOS with the click of a button.

The combined power of myprosperity’s custom digital fact find solution, digital document signing and data syncing between the two systems will revolutionise the client experience and boost business efficiency.

Ivon Gower, Head of Product at Midwinter, welcomes the addition of myprosperity to Midwinter’s growing list of partnerships with leading specialist technology providers.

“We are committed to working with technology providers that enhance our offering to the financial advice industry,” said Gower.

“Our partnership with myprosperity supports this broader integration strategy designed to deliver increased value and efficiency to AdviceOS customers by integrating with the industry’s leading solutions.”

Enthusiastic about the partnership, Founder and Executive Director of myprosperity, Peter McCarthy, commented “The integration of our award-winning client portal with Midwinter’s AdviceOS will be a game-changer for progressive firms looking to leverage technology to grow their revenue, increase efficiencies and create a digital presence.”

“We have experienced significant growth in app downloads, digital doc signing, and in-app fact finds highlighting the demand from clients for more digital capabilities to meet their financial needs. Connecting myprosperity and AdviceOS is a win-win for Advisers and their clients.”

The myprosperity integration is available now, on request, to all AdviceOS customers.

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Ivon Gower

With a number of digital transformation projects underway, Australian based financial advice technology provider Midwinter Financial Services has announced several appointments to support its current team.

First of these hires is Ivon Gower – appointed to the newly created role of Senior Product Manager. Ivon brings over 20 years’ experience in financial services to the role, with positions held at ANZ, COIN, Macquarie, AMP and most recently CCUBE, where he was responsible for CCUBE’s product direction.

Ivon is delighted to be joining Midwinter, saying: “The industry is undergoing significant change and I feel that Midwinter is uniquely placed to support advisers and licensees to navigate this and I’m excited about the opportunity to contribute to these efforts.”

CEO of Midwinter, Jeff Hall, is pleased with Ivon’s appointment, saying: “It’s great to have someone of Ivon’s calibre join our growing team. Midwinter is set to undertake several major integrations for enterprise clients in areas such as Straight Through Processing (STP) the implementation of advice through registry systems and integrating with third party CRMs. With Ivon on board this will enable us to increase the number of integrations we complete simultaneously”.

Midwinter has also appointed Peter Panigiris as a Business Development Manager having nine year’s’ experience in the financial services industry. In his most recent role at EY, Peter worked across various areas of consulting, specialising in strategy, customer experience design, and operational efficiency.

Peter is happy to have made the move, saying: “I have seen Midwinter’s AdviceOS installed on some of my projects whilst at EY and thought that it was a real game changer. Its functionalities and capabilities are impressive. In light of the royal commission, and the changing nature of the financial advice industry, ‘brilliantly simple advice technology’ will play a crucial role in allowing advisors and providers to meet these regulatory obligations; and Midwinter have the potential to be front-runners in this space. I’m excited to be a part of that.”

CEO of Midwinter, Jeff Hall, said of the appointment: “It’s great to have Peter on board with his knowledge in financial services and customer experience. Peter will help to ensure that as midwinter continues to expand, we also continue to listen, understand, and incorporate the needs of clients into the software, in order to remain at the forefront of financial advice innovation.”

In addition to these senior appointments, Midwinter has also promoted Esther Moseley (previously Head of Digital Advice and Implementation) to Head of Professional Services with the expectation to build out this team with the increasing client demand. Midwinter has also expanded its support and testing divisions, with Cassandra Dunning (Client Support Officer) and Oliver Race (Systems Integrations Testing) joining the team.

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