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Showing 11 - 20 of 28 results for %22AdviceOS%22

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... the financial services industry. The partnership will involve integrating Midwinter's flagship digital advice platform, AdviceOS, with PractiFI software. PractiFI is designed to automate business administration for the advice, super and insurance industries. ...

Midwinter recruits to strengthen cyber security strategy

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
... said. He added that the service is available to all advisers and accountants, regardless of whether they use Midwinter's AdviceOS or not. "We are not using this as an opportunity to upsell clients into AdviceOS - we genuinely believe that advisers will ...

Midwinter unveils new financial tool

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017
... can now estimate how salaries and super balances stack up against their neighbour's following the launch of Midwinter's AdviceOS calculators. Described as off-the-shelf configurable calculators, the tools can be used on the public websites of super funds ...

Midwinter adds fintech partner

KARREN VERGARA  |  FRIDAY, 17 MAR 2017
Midwinter added a new life insurance software solutions provider to its advice operating system AdviceOS. Omnium's life risk research tool OmniLife has been integrated into AdviceOS to enable real-time flow of insurance premium product data to the AdviceOS ...

REST launches online financial advice

ALEX BURKE  |  MONDAY, 19 DEC 2016
... a new partnership. Partnering with Midwinter, REST has launched the REST Advice Online platform, based on Midwinter's AdviceOS system. It will allow members to receive instant bespoke advice and also make changes to their super via mobile devices. Members ...

Cbus partners for phone-based advice

ALEX BURKE  |  THURSDAY, 27 OCT 2016
... Midwinter will deliver the service from October 31; the company is currently rolling out its cloud-based advice platform, AdviceOS, for Cbus to use with the new program. Midwinter said in a statement that the partnership will "utilise over 20 specialist ...

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
... director Julian Plummer said ILRT will allow the firm to add significant value to its product offerings. "Planners using AdviceOS now have access to the richest data set of platform and investment information in the industry, and as a result we expect ...

Midwinter launches online training portal

KERRIE SYDEE  |  TUESDAY, 7 JUN 2016
... launched an online education portal which aims to provide advisers and their support with training on seven aspects of the AdviceOS financial planning software. The Midwinter Academy will allow users to access and undertake training from any location ...

Opt-In headache given mobile relief

KERRIE SYDEE  |  TUESDAY, 17 MAY 2016
... alleviate issues surrounding the FoFA Opt-In for financial planners. The partnership will allow advisers using Midwinter's AdviceOS to carry out online meetings, share screens with clients and sign electronic documents. All signed documents as well as ...

Midwinter partners with Licensing for Accountants

WHITNEY FITZSIMMONS  |  TUESDAY, 12 APR 2016
... software, has joined forces with financial software company Midwinter to make the advice process easier. The customised AdviceOS offers will be added to the suite of licensing solutions already available through Licensing for Accountants. The new functionality ...