Cbus partners with Midwinter for advice over the phone

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Sydney-based financial services software company Midwinter has announced their partnership with Cbus Superannuation as technology provider for their ‘advice over the phone’ service. The new Cbus service will commence on 31 October and utilise over 20 specialist financial advice roles with an increased emphasis on effective communication and ‘end to end’ service delivery. The launch […]

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InvestmentLink provides Midwinter advisers with real-time access to client data

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InvestmentLink, Australia’s largest independent financial data source, have announced Midwinter as the first financial planning software company to use the new RealTime (ILRT) data service. ILRT has been specifically developed for the growing fintech sector, providing advisers with enhanced access to client data via their software providers. ILRT extends the range of data feeds that Midwinter […]

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Cool sexy tech for your financial advice business

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Midwinter will be joining the AFA for their national adviser conference in October and we’re looking forward to sharing our tips to help digitise your business… The AFA national adviser conference is already shaping up to be amazing this year with a great line up of speakers and guests. Here at Midwinter we are very […]

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Why we’re FinTreking to Silicon Valley

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Midwinter is attending the Implemented Portfolio Thought Leadership Study Tour in the United States next month and as the departure date fast approaches, Managing Director – Julian Plummer explains why they believe this is integral to the continual innovation of their software and what this will mean for their users. The classic fear of the unknown in business […]

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Planners lash out against 2016’s Federal Budget

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“Insane and unfair”, “Immoral and a disgrace” “Disappointing”, “Ridiculous” and “Dumb, dumb, dumb” – these are just some of the sentiments shared by financial planners this morning when asked to comment on some of the the superannuation components of latest Federal Budget. Midwinter surveyed a total of 103 Australian advice practitioners in order to gain […]

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Midwinter appoints new Head of Distribution

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Sydney-based financial planning technology provider Midwinter has appointed a new Head of Distribution – Helen Thom, in addition to beginning the recruitment process of several new positions within the company’s sales and support team. Helen Thom, who was initially hired as a Senior Business Development Manager back in April 2015, has been appointed internally to […]

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Complacency breeds failure – only the paranoid survive

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Information Security will be an integral driver in the FinTech space in 2016 and well beyond, suggests Julian Plummer – Managing Director of financial planning software provider, Midwinter. Quoting Andy Grove from Intel, Mr Plummer stated ‘Complacency breeds failure. Only the paranoid survive.’ in relation to the confidential client data of financial advisers. He advises […]

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Midwinter boosts Insurance modelling capacity of AdviceOS

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Midwinter has today announced significant enhancements made to its insurance modelling capability within cloud based – AdviceOS, rolling out the additional functionality to AdviceOS users over the past month. This significant upgrade was released in two phases, with the enhancements aimed specifically at boosting the efficiency of life insurance advice generation by changing how the […]

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Midwinter beefs up Digital Advice team ahead of expected product releas

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Midwinter Financial Services has today announced that it has made a key hire within its Business Development team, appointing Esther Moseley to the position of Senior Business Development Manager – Enterprise. Ms Moseley brings to Midwinter 15 years of experience within the financial planning space, specifically significant experience with financial planning software – having previously […]

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Midwinter and SuiteBox integrate

As technology continues to change the way we consume in all industries, it is evident that the financial services sector is no exception – the way in which financial advice is delivered will be a part of this revolution. With this in mind, Midwinter Financial Services has today announced that it will integrate with SuiteBox […]

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