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Showing 31 - 40 of 98 results for "Midwinter"

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... 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 ...

Industry fund sees 252% increase in digital advice use

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 DEC 2020
... 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 takes stake in Aussie fintech

ANNABELLE DICKSON  |  THURSDAY, 17 SEP 2020
... 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. ...

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
... 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 ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
... 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 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
... to support their 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 ...

Midwinter acquired by Bravura

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
Bravura Solutions has acquired financial planning software provider Midwinter for $50 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 ...

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... out the top five. AdviserLogic ranked as the top planning software for the fourth year in-a-row, ahead of XPLAN and Midwinter. Peker said planners were looking for better tools to facilitate better collaboration during face-to-face meetings, with planners ...

Midwinter acquires InvestmentLink

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
Midwinter announced changes to its leadership team after completing the acquisition of financial planning software provider InvestmentLink. InvestmentLink contains over 4.4 million client accounts across 300 superannuation and managed funds. It has ...