Search Results | Showing 51 - 60 of 92 results for "Midwinter" |
| | ... Industry Super will now deliver online personalised financial advice to its members via 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 ... |
| | | Cbus has partnered with a leading digital advice firm to create a new "advice over the phone" service. Midwinter will deliver the service from October 31; the company is currently rolling out its cloud-based advice platform, AdviceOS, for Cbus to use ... |
| | | Financial services technology provider Midwinter hired a head of institutional growth as part of the company's aim to pursue partnerships in the superannuation and institutional space. Salvador Saiz joined Midwinter as a SME and superannuation fund ... |
| | | Financial planning software provider Midwinter is extending its partnership with a financial data company. The renewed partnership with InvestmentLink allows Midwinter to add client-authorised data feeds to the existing 600 feeds in its data source ... |
| | | ... policy manager. Diamantes previously headed the technical services divisions at institutions including Asteron Life, Midwinter Financial Services and Zurich. He has over 10 years' of policy experience and will focus on promoting the interests of members ... |
| | | Midwinter has 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 ... |
| | | Midwinter and SuiteBox, the mobile office solution for advisers, have partnered to deliver an electronic solution to alleviate issues surrounding the FoFA Opt-In for financial planners. The partnership will allow advisers using Midwinter's AdviceOS ... |
| | | ... develop many of its technology solutions in-house, the group taps on the specialists, including suitebox, omnium, ei, Midwinter, Class Super and implemented portfolios. As for the rise of robo-advice, Matt believes the hybrid model (financial advisers ... |
| | | ... impact on their clients but agree that it will drive an increase in the need for advice, according to a survey from Midwinter. The survey garnered responses from 103 Australian advice practitioners to develop an understanding of the planning industry's ... |
| | | ... key driver behind the development of multi-channel advice delivery applications, with providers such as XPLAN, Rubik, Midwinter and AdviserLogic looking to develop significant new multi-channel advice services in 2016. |
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