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Showing 1 - 10 of 19 results for "Midwinter Financial Services"

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
Midwinter Financial Services (Midwinter) will work with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers. Launched off the back of a successful pilot phase, the Paraplanning Partners ...

Padua appoints general manager, sales

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... he was the national sales manager at Morningstar and business development manager NSW and WA for Midwinter Financial Services. He will work alongside its head of sales and distribution Brett Canning and head of advice sales Joey McCann. A statement explained ...

CountPlus takes stake in WSC Group

ANDREW MCKEAN  |  TUESDAY, 5 JUL 2022
... Acquisitions aside, in June, Count Financial also bolstered its technological capabilities, partnering with Midwinter Financial Services for its financial advice software.

Midwinter appoints head of product

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
Midwinter Financial Services has appointed a new head of product, nabbing a former leader within AMP's advice business. Andrew Zietara has joined Midwinter as head of product. Zietara joins Midwinter from capital market technology solution provider ...

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
Midwinter Financial Services has integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities ...

Midwinter expands advice software business

ELIZA BAVIN  |  FRIDAY, 21 FEB 2020
Midwinter Financial Services has announced three new appointments as it expands its advice software business. The appointments are across its sales, marketing and customer service functions of the cloud-based software business. Andrew Whelan was appointed ...

Bravura signs with major fund administrator

ELIZABETH MCARTHUR  |  THURSDAY, 3 OCT 2019
... ambitions to drive change and shape the funds landscape in Australia." In August, Bravura acquired Midwinter Financial Services for a total consideration of $50 million. The deal opened an avenue for growth in Australia, the UK and other regions where ...

Midwinter acquired by Bravura

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
... million. For a total consideration of $50 million, Bravura has entered into an agreement to acquire Midwinter Financial Services, one of the leading providers of financial planning software to the Australian advice market. The announcement follows attempts ...

Industry fund finds new advice tech partner

JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
... planning technology firm as part of a rebrand of its advice offering to members. BUSSQ is working with Midwinter Financial Services, rolling out its AdviceOS platform to enhance face-to-face and phone-based financial advice services. It is also using ...

Padua founder takes on new role

ALEX BURKE  |  WEDNESDAY, 22 FEB 2017
... brand) and head of technical services at Advance Asset Management. He is also a former co-owner at Midwinter Financial Services. Commenting on his return, Matt Esler said: "Padua is really challenging the way financial advice has traditionally been generated ...
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