Search Results | Showing 21 - 30 of 92 results for "Midwinter" |
| | ... new chief commercial officer from AMP and announced that its chief operating officer has exited. Steve Davison joins Midwinter as chief commercial officer, finishing up at AMP after almost eight years in December 2020 where he served in senior roles ... |
| | | 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 ... |
| | | ... revealed foreign firms gaining dominance over the Australian advice tech industry. The acquisition of AdviserLogic, Midwinter and Coin are most recent examples. "Local advice tech developers are focused on lifting practice efficiency and anticipating ... |
| | | ... administration unit's revenue declined 8% to $40.5 million. Over the period, the firm announced some wins. It acquired Midwinter, Delta Financial Systems and FinoComp, and signed a contract with Aware Super. Bravura also signed six new or renewed ... |
| | | ... financial advisers. Andrew Whelan has joined WealthO2 as chief distribution officer. Whelan came from Bravura subsidiary Midwinter where he led the sales, marketing and distribution teams for over a year. Prior to Midwinter, he was as director of adviser ... |
| | | ... super and achieve their best-possible retirement outcomes." Rest began rolling out digital advice tools in 2017, with Midwinter providing the technology. The fund now has three digital intra-fund advice services - investment choice, insurance needs and ... |
| | | ... Netwealth will expand its current integrations to support two-way data feeds between Xero, MYOB, BGL, Class, Iress and Midwinter. Xeppo chief executive Paul Campbell said Netwealth's focus on technology innovation made perfect sense for the partnership. ... |
| | | ... top five. In terms of advice software, AdviserLogic took out the top gong for the fifth consecutive year, followed by Midwinter and Xplan. Despite fallout from the Royal Commission and COVID-19, overall satisfaction with platforms and advice software ... |
| | | ... provide advice to existing clients on accessing super at the price point set." De Gori said the FPA has partnered with Midwinter, Financial Mappers and AdviserLogic to make the template available digitally. "We are supporting our members by helping them ... |
| | | 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 ... |
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