Search Results | Showing 61 - 70 of 92 results for %22Midwinter for%22 |
| | | ... 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 ... |
| | | | 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 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 ... |
| | | | ... 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 ... |
| | | | Midwinter has partnered with Dover Financial Advisers to offer competitive pricing for AdviceOS, its digital advice platform. As reported in Financial Standard in May, AdviceOS is a holistic digital advice solution, which enables clients of AFSLs to ... |
| | | | ... Australia, BT Life and TAL. The top three risk software providers by planner satisfaction were XPLAN (IRESS), COIN and Midwinter. "Insurer relationships remain in a state of flux," Choi said. "While planners are stopping use of insurers that aren't exceptional ... |
| | | | ... model looking to introduce new client capabilities to the business to prepare for future growth. As part of the model Midwinter has worked with SSFS and EY to deliver the transformation. Midwinter has released its cloud based advice solution, AdviceOS ... |
| | | | Midwinter has appointed a senior business development manager who was previously at Commsec for over nine years. Adam Rebeira has been appointed in anticipation of Midwinter's further growth and will be managing the firm's relationships within the financial ... |
| | | | ... factor in savings, investments, liabilities, insurance and financial goals to project outcomes. Conceptually similar to Midwinter's recently-unveiled robo-advice platform ( as reported in Financial Standard ), it determines recommendations holistically ... |
| | | | Software provider Midwinter has revealed its "holistic" digital advice solution, with the company insisting it's not 'robo advice'. Based on the company's AdviceOS software, the platform will enable clients of AFSLs to self-process simple scaled advice ... |
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