Midwinter acquires InvestmentLink

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Financial planning software provider Midwinter has announced that it has completed its transaction to acquire InvestmentLink, further developing its operations in line with its strategy. About InvestmentLink Investment Link is Australia’s largest independent datafeed repository that fully services the Australian financial planning market. The InvestmentLink service contains over 4.4 million client accounts across more than […]

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Midwinter appoints CEO

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Australian based financial advice technology provider Midwinter Financial Services has announced the appointment of Jeffrey Hall as Chief Executive Officer off the back of consistent growth. Midwinter has continued to expand rapidly over the past several years, particularly within the enterprise market. As a consequence of this, Midwinter has been actively searching for additional executive […]

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Protecting your client data held on third-party services and apps

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The human resources software provider PageUp, which provides services to the likes of Zurich and the Reserve Bank of Australia, recently flagged that it had detected “unauthorized activity” on its system. Security breaches are happening at an increasing rate around the globe, some affecting billions of people, but the recent PageUp hack is a lot […]

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Financial services industry over confident and ill prepared when it comes to cyber security

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A survey of the financial services industry conducted by Kamino Cyber Security in October 2017 has revealed that most financial advisers, accountants and superannuation funds are not adequately prepared when it comes to cyber security – particularly in regard to the new Data Breach Notification Laws which came into effect in February 2018. The laws […]

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Plummer urges the financial services industry to take the data breach privacy act seriously in 2018

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Julian Plummer, Managing Director of Kamino Cyber Security (and Midwinter Financial Services) has urged advisers, accountants and superannuation funds to ensure that the new Australian mandatory data breach notification laws are given top priority in their businesses coming into 2018. The recently introduced laws, (which receive royal ascent in February 2018) specify that all businesses […]

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Midwinter and PractiFI integrate to provide advisers with world class business management system

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PractiFI and Midwinter Financial Services have announced a software partnership which is set to streamline the financial planning advice process. Through both systems’ open API, PractiFI, the business management platform for financial services, will seamlessly integrate with AdviceOS, Midwinter’s flagship financial planning software. The integration provides users with connected access to both systems, allowing data […]

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Midwinter launches Kamino – cyber security service for advisers and accountants

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Australian based financial services technology provider Midwinter has announced the upcoming launch of Kamino, a cyber security service for financial advisers and accountants. The offering will include vulnerability assessments, penetration testing and ongoing monitoring in order for accounting, advice practices and licensees to assess the strengths and weakness of their systems. Midwinter saw an opportunity […]

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Midwinter leverages superannuation gamification to develop consumer facing calculators

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Australian based technology provider Midwinter Financial Services has today announced the release of its public facing AdviceOS calculators. These calculators are designed for super funds and planners who want off-the-shelf configurable calculators to feature on their public websites. The AdviceOS calculators will provide clients and members of financial planners and superannuation funds a broad range […]

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Six tips to help protect your business from the latest global cyber security breach

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Over the weekend, you may have read or heard about the global “ransom-ware” cyber-attack that has hit over 150 countries. Our industry is in not immune to what has happened and many Australian advice, superannuation and accountancy businesses will be susceptible to this “cyber attack” as more malicious variations appear. The good news is Midwinter […]

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Midwinter adds Omnium to its Fintech ecosystem

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Midwinter has announced the completion of its integration between AdviceOS and Ominum’s OmniLife. This allows the real-time flow of insurance premium product data from OmniLife into the AdviceOS Fact Find, Client Portal and Statement of Advice generator. It also allows client data from AdviceOS to be pre-populated into OmniLife, ensuring a synchronised connection between the […]

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