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Showing 61 - 70 of 98 results for "Midwinter"

FPA makes key policy and membership appointments

KERRIE SYDEE  |  MONDAY, 18 JUL 2016
... 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 launches online training portal

KERRIE SYDEE  |  TUESDAY, 7 JUN 2016
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 ...

Opt-In headache given mobile relief

KERRIE SYDEE  |  TUESDAY, 17 MAY 2016
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 ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... 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 ...

Advisers not impressed with budget changes

KERRIE SYDEE  |  THURSDAY, 5 MAY 2016
... 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 ...

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
... 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.

Midwinter partners with Licensing for Accountants

WHITNEY FITZSIMMONS  |  TUESDAY, 12 APR 2016
... advice through providing access to advice templates and 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 ...

Midwinter expands with new distribution head

MARK SMITH  |  WEDNESDAY, 27 JAN 2016
Sydney-based financial planning technology provider Midwinter has appointed a new head of distribution. Helen Thom, who was initially hired as a Senior Business Development Manager back in April 2015, has been appointed internally to lead the distribution ...

Midwinter makes hire ahead of product launch

LAURA MILLAN  |  THURSDAY, 26 NOV 2015
Midwinter Financial Services has appointed a senior business development manager of enterprise ahead of the release of its new software. Esther Moseley has 15 years of experience within the financial planning space and has specialised in financial planning ...

SSFS rebrands, launches digital advice

ALEX BURKE  |  FRIDAY, 16 OCT 2015
... authorisation and payment/transactions and online seminar registration. As part of this strategy, StatePlus is using Midwinter's AdviceOS platform. According to StatePlus managing director Michael Monaghan, the change was driven by a decision four years ...