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 announces technology partnership with BUSSQ and Skylight Financial Solutions

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Australian based financial advice technology firm Midwinter has announced its recent technology partnership with BUSSQ superannuation fund. This has seen Midwinter’s AdviceOS platform utilised for a range of advice channels within BUSSQ, namely face-to-face and phone-based advice. BUSSQ has also employed the use of Midwinter’s Client Portal as a meaningful client engagement tool. Midwinter was […]

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Midwinter to deliver technology services for Suncorp Advice

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Australian based financial advice technology firm Midwinter has announced it will deliver technology services for Suncorp’s salaried financial planning business – Suncorp Advice. Midwinter was selected by Suncorp upon review of its financial planning business, which included testing by Suncorp advisers and paraplanners. AdviceOS will provide Suncorp with: Enhanced system capabilities – including cloud-based and […]

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Midwinter recruits ex Rice-Warner consultant Salvador Saiz

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Sydney based financial services technology provider Midwinter, has today announced its latest hire – Salvador Saiz as Head of Institutional Growth – as the company continues its growth within the Superannuation and institutional space. Mr Saiz, whose career in financial services spans 20 years in research, SME consulting and distribution positions, joins the Midwinter team with a wealth […]

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