Nicole Ford joins GBST as Senior Sales Executive – APAC, bringing deep experience in institutional partnerships and growth strategy. Most recently, she was Head of Client Partnerships at Link Group, and prior to that held senior leadership roles at Macquarie Group, including Head of Institutional Partnerships and Head of Marketing and Growth, Wealth.

Danielle Rafferty has also been appointed Senior Sales Executive – APAC. Danielle joins GBST from Thomson Reuters, where she was Senior Business Development Manager, and previously spent more than a decade at Westpac in senior roles spanning sales, client development and institutional relationship management.

GBST provides wealth management and advice technology solutions to major Australian superannuation funds, platforms and advisory firms, including its flagship platform, Composer, which supports front- and back-office administration across complex operating environments.

Ford and Rafferty will report to Jeff Hall, Head of Asia Pacific at GBST.

“We are excited to have Nicole and Danielle on board as we continue to build on the positive momentum that GBST has experienced in recent years,” Hall said.

“We partner with many leading financial services organisations in Australia and globally and we are firmly committed to their success by delivering technology and digital solutions that enable them to scale, achieve operational efficiencies and enhance the customer and member experience.”

Rob DeDominicis, Chief Executive Officer of GBST said that wealth managers and super funds faced many unique challenges, requiring a partner who intimately understood the evolving landscape and could support them to meet their needs around automation, scalability, interoperability, security and compliance.

“Super funds are under increasing pressure to deliver efficiency, resilience and better member experiences, while meeting evolving regulatory and security requirements,” DeDominicis said.

“We continue to invest in our people and technology to help clients transition to modern cloud-based platforms that support long-term growth”

The post GBST appoints senior APAC sales executives to support regional growth and strengthen client partnerships appeared first on AdviserVoice.

Jeff Hall

GBST, a leading global provider of wealth management and advice solutions technology, has completed the multimillion-dollar upgrade of its Composer platform across the APAC region – the final step in a multi-year global transformation program. This milestone delivers a single, modernised platform architecture across GBST’s core markets, positioning clients for faster innovation, stronger regulatory readiness, security, and enhanced member experiences.

The upgrade modernises GBST’s core technology stack to a cloud-native, API-rich, and highly scalable architecture, designed to meet evolving client needs and embed enterprise-grade security. As the APAC clients transition to the modern platform, GBST can deliver new capabilities simultaneously across markets, accelerating time-to-value and ensuring consistency in service delivery.

The upgraded platform also deepens integration with GBST’s SuperStream Gateway, delivering straight-through ATO message processing, automated contributions and rollovers, and real-time data synchronisation to ensure funds are ready for upcoming reforms such as Payday Super.

Alongside the upgrade, GBST continues to expand Composer’s capabilities through complementary services. Software as a Service (SaaS) gives clients automatic access to the latest platform enhancements without the need for manual upgrades, reducing infrastructure costs, improving scalability, and enabling faster responses to market and regulatory changes.

Furthermore, Testing as a Service (TaaS) automates quality assurance to accelerate delivery cycles, reduce operational risk, and significantly reduce client-side testing timelines.

In parallel, GBST has achieved the first step towards SOC 2 certification and is progressing with the next level. We are committed to the highest recognised standards for data protection, privacy, and operational resilience, giving our clients confidence their information is safeguarded

Jeff Hall, Head of APAC at GBST, said: “Passing this milestone brings the full power of our modernised Composer platform to APAC clients, without disruption to their day-to-day operations. It means they can launch new products, adapt to regulatory changes, and deliver exceptional member experiences faster than ever before. The platform’s open architecture also makes it easier to integrate with both existing and emerging systems, allowing clients to seamlessly connect into a broader ecosystem of services and solutions.”

Rob DeDominicis, CEO at GBST, added: “Completing this transformation in APAC unifies our clients globally on a single, future-focused platform. It strengthens GBST’s ability to innovate at pace, expand capabilities, and deliver secure, scalable solutions that help clients stay ahead in an increasingly competitive wealth management market.”

The post GBST completes multimillion-dollar APAC Composer upgrade, unifying global platform and accelerating client innovation appeared first on AdviserVoice.

Jeff Hall

GBST, a leading global wealth management, adviser, and digital solutions provider, has enhanced its WealthConnect financial advice solution to meet the changing needs of advice professionals. The latest upgrade delivers a suite of innovative features designed to streamline advice production, reduce operational costs, and help firms scale effectively amid growing regulatory demands and rising client expectations.

Built on Salesforce technology, the upgraded WealthConnect platform brings together advanced wizards, research tools, and comparison features that support both advisers and paraplanners, driving greater efficiency across the entire advice process and enabling firms to service more clients. The enhancements also improve visibility across compliance, resource management, and client engagement, making it easier for large firms and dealer groups to allocate resources effectively and stay ahead of evolving industry pressures.

Jeff Hall, Head of APAC, GBST, commented: “Our primary focus is on helping advisory firms scale their operations with smart technology that drives efficiency. As regulatory demands continue to increase the administration and compliance burden on advisers, the need for advanced advice technology to improve efficiency, strengthen client engagement and support consistent outcomes has never been greater. We’re committed to equipping advice firms with the tools to build scale and deliver exceptional service and value to their clients in an ever more competitive market.

“Looking ahead, we are continuing to invest in WealthConnect with enhanced stochastic and goals-based modelling capabilities set to launch later this year. We’re also working to leverage Salesforce’s generative AI tool, Agentforce as its first certified Independent Software Vendor partner for the wealth management industry. Pre-built support tools will help advice professionals harness AI drive further efficiencies, deliver personalised client support, and adapt to the evolving digital landscape. Our goal is for WealthConnect to eliminate the need for multiple systems across the advice process, allowing advice firms to replace existing tools with a single, advanced platform that combines CRM, compliance management, and financial planning to better support high-quality advice.”

Award-winning financial advice firm Invest Blue selected WealthConnect as its advice management solution last year and went live in November. WealthConnect’s advice technology now serves as the primary hub for Invest Blue’s client engagement, service management, delivery and workflow.

Lexi Glover, Head of Operations, Invest Blue, commented: “Our goal is to advance our technology and data management to improve quality and reduce overhead costs for advisors and clients. By lowering the cost to serve in this area, we can invest in others to enhance the quality of what we deliver to clients and increase the number of people we can serve. WealthConnect will help boost our service delivery and align with our commitment to our clients living their best possible life. We look forward to continuing to leverage and expand WealthConnect’s capability.”

The post GBST unveils enhanced WealthConnect platform to help advisory firms scale and streamline operations appeared first on AdviserVoice.

Jeff Hall

GBST, a leading global provider of wealth management, tax, and advice solutions technology, highlighted that as the financial year ended, financial institutions like super funds and life insurance companies faced heightened challenges and opportunities in managing unit pricing.  

“Technology serves as the cornerstone in navigating the complexities of year-end unit pricing”, says Jeff Hall, Head of APAC for GBST. “Excel is still a widely used tool due to the lack of end-to-end solutions catering specifically to tax in unit pricing. This reliance on Excel introduces risks such as limited automation, scalability issues, and data governance challenges.” 

There is a solution currently available that addresses these challenges by automating tax calculations and streamlining data management. GBST’s Tax Intell solution integrates with existing systems and provides accurate, auditable tax calculations,” Hall explains.    

As organisations undergo consolidation, individual entities inherit unique unit pricing processes, compounding the workload, and introducing additional complexities. Tax considerations play a pivotal role in calculating net asset values and unit prices, including current tax liabilities and deferred tax assets or liabilities.  

“The trending transition towards daily unit pricing demands rapid and precise calculations, often leading to simplified tax assessments,” explains GBST’s tax expert, Edward Au. “Year-end brings additional scrutiny, requiring institutions to conduct thorough checks on unit pricing calculations, ensuring alignment with tax assets and liabilities.”  

While technology has transformed many facets of financial management, the unit pricing domain remains underserved. Unit pricing expertise requires a niche skill set blending tax knowledge, technical proficiency, and data management capabilities.  

“People are a critical factor alongside technology in tax and unit pricing, with professionals navigating complex roles and responsibilities amidst organisational consolidations.” Au adds that from his experience, regular team check-ins and clear communication channels can help to mitigate workload pressures during year-end. 

The post Superfunds should be using technology for year-end unit pricing appeared first on AdviserVoice.

Joining the executive team and reporting directly to Global CEO, Robert DeDominicis, Hall will spearhead business development and operations in the Australian region for the company’s Wealth Management and Advice Solutions products including Composer, WealthConnect and Advice Intelligence. His responsibilities encompass leadership of sales, product development, account management, and client delivery teams, with a primary focus on strategic execution and business growth.

Hall brings a wealth of experience to GBST, having previously served as Sales Director for SS&C Technologies, and holding key C-Suite positions at both Bravura Solutions and Midwinter Financial Services. His extensive background includes senior roles in wealth management and banking at EY, Van Eyk, Macquarie Bank, and Accenture.

DeDominicis said, “I am delighted to welcome someone of Jeff’s calibre to the team. With his 25-year track record of driving rapid growth, optimising operations, and delivering client goals and success, he is an invaluable addition to our leadership. Jeff has both intimate knowledge of the Australian wealth management administration and advice solutions space, and a clear commitment to client delivery and success.”

Commenting on his appointment, Hall remarked, “Now is the perfect time for me to join GBST. The strategic fit between my skills and the company’s vision is compelling, and there is immense potential to contribute meaningfully to GBST’s ongoing growth and evolution. GBST has experienced continuous positive momentum over the past few years, and its innovative approach, expanding suite of products, and robust leadership team has only reinforced my confidence in this decision.”

Hall joined GBST in January 2024.

The post GBST strengthens executive team with Head of APAC role to drive strategic growth and client success appeared first on AdviserVoice.

Davison joins Midwinter from Better Trade Off, a Singapore based Fintech developing digital financial planning services. His previous experience includes senior roles across AMP and AXA’s Wealth Management, Transformation and Advice divisions.

“We are delighted to welcome Steve as the Chief Commercial Officer for Midwinter,” Bravura CEO Tony Klim said.

“In this new role, Steve is tasked to build on the combined Midwinter and Bravura offering, support the needs of existing and new clients and pursue opportunities to expand the Midwinter business in Australia and internationally.

“An accomplished senior executive with diverse experience in digital platforms, SaaS, fintech, financial advice, sales and corporate strategy, we are confident Steve’s appointment will strengthen our existing capabilities and experience in the financial advice market.”

This appointment follows the departure of Jeff Hall from his position as Midwinter’s Chief Operating Officer in April.

The post New Chief Commercial Officer at Midwinter appeared first on AdviserVoice.

GuildSuper manages $2 billion on behalf of 80,000 members in the pharmacy, childcare, veterinary and allied health industries. After a rigorous review process, Iress was selected to support the delivery of fund administration, member access and member advice, enabling GuildSuper to drive greater efficiencies and savings across the business to re-invest in higher-value services for members. 

Automated Super Admin will enable GuildSuper to reduce manual processes – and associated compliance and business risks – while providing real-time access to transactions and data for members, employers, advisers and the fund’s service teams through an online portal.

Guild Trustee Services general manager, Greg Everett, said: “In addition to our commitment to helping women and their families with improved retirement outcomes, we want to transform our fund into Australia’s leading digital super fund – delivering digital-led solutions to our members. We are pleased to announce the selection of Iress as our key technology partner to drive this business transformation. A key factor in our decision-making was the ability to have unfettered, 24/7 access to our data, to tailor our customer experiences and offer industry leading digital products and services including our award-winning product SUPERSUPER to our members.” 

Iress general manager of superannuation, Jeff Hall, said: “We’re delighted GuildSuper has selected Iress to support its vision of putting the needs of members first. Our technology-enabled administration service will transform the member experience while delivering GuildSuper greater efficiencies, freeing them up to focus on what they do best – looking after members and helping them achieve their retirement goals.”

GuildSuper is expected to go live with Iress in early 2021.

The post GuildSuper selects Iress for Automated Super Admin  appeared first on AdviserVoice.

Jenni Baxter

Midwinter, a Bravura company – leaders in financial advice technology, has announced the launch of its powerful next generation insurance comparator, leveraging Rice Warner’s brand-new Galaxy Risk Insurance Engine (Galaxy).

Midwinter’s insurance comparator is an enhanced offering within its highly acclaimed flagship product – AdviceOS, allowing users to holistically and efficiently review and compare the features and pricing of insurance products in real time. Galaxy’s state of the art engine which provides an up to date and reliable API, is designed to improve and simplify the user’s overall decision-making process and the accuracy of quotes when it comes to identifying best-fit insurance products for their clients.

Midwinter Chief Operating Officer, Jeff Hall believes the devil is in the detail when it comes to offering quality and uncompromised financial advice. He says, “We partnered with Rice Warner to gain access to a rich source of data via their market-leading engine. The data is fed into our insurance comparator and extracts the key differences between policies at the most granular level and calculates the premiums.

“The insurance comparator helps advisers rationalise costs versus features, giving them the confidence and conviction that they’re recommending the best and well-priced insurance products to their clients”, Jeff added.

Jenni Baxter, Rice Warner’s Executive General Manager of Insurance, says “our Galaxy engine is designed to keep pace with the latest insurance product innovations, with dynamic and independent scoring based upon comprehensive research and industry input. We are delighted to partner with Midwinter to support AdviceOS”.

Midwinter’s enhanced insurance offering is one of many new features that have been introduced to AdviceOS in recent months as improvements to its client portal, cashflow analysis, fund comparison and SOA generation features have been updated on new technology foundations with the aim to support the needs of advisers and licensees today, and into the future.

The post Midwinter launches next-gen Insurance Comparator powered by Galaxy appeared first on AdviserVoice.

Leni Vu

Midwinter Financial Services – a leading Australian-based financial technology provider is pleased to announce the appointment of Leni Vu as its Head of Brand and Marketing, as of 1 July 2019.

The recent appointment of CEO Jeff Hall has prompted a string of new executive hires to the business including Product Manager, Ivon Gower and Business Development Manager, Peter Panigiris, with further increases scheduled, particularly in sales, support, and testing. This is set to bolster the company’s expansion strategy and keep up with demand.

With a background in superannuation, Leni joins Midwinter after working with NGS Super as the Marketing and Communications Manager and prior to that, at Rest Superannuation.

Leni is delighted to be joining the Midwinter team at a crucial moment in time when the company is kicking up a gear to broaden its footprint across the country. She said, “I’ve witnessed first hand the benefits and value of trusted financial advice in helping people of all ages to achieve their financial goals and long-term financial security.

“Having the right technology and infrastructure in place is at the forefront of successfully delivering quality financial advice services. In the wake of the Royal Commission under a climate of consumer doubt and tightening regulations for financial services providers, technology that helps drive greater compliance and efficiencies is key”, Leni added.

Midwinter’s CEO, Jeff Hall believes that the latest appointment represents the company’s continued efforts to further enhance its brand exposure and reach. He said, “We’ve realised more than ever, an urgent need in the market for innovative software solutions that takes the delivery of advice to the next level.

“With our focus on driving and growing the in-house marketing function, now is the perfect time to push our world-class solutions to a wider market who at this moment may not be so familiar with our solutions, but we’re confident this will change as we continue to gain momentum and penetrate more of the market.

“In addition to building our team, the next phase of our expansion strategy is to further develop meaningful alliances so that we can continue to transform Midwinter into a house-hold brand among financial advice providers and improve our positioning to become front-of-mind as the leading name in financial advice technology”, Jeff added.

The post Midwinter poised for expansion with Head of Brand and Marketing appointment appeared first on AdviserVoice.

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.

The post Midwinter bolsters team appeared first on AdviserVoice.