Search Results | Showing 71 - 80 of 92 results for "Midwinter" |
| | Software provider Midwinter has set up a scaled advice division and appointed a former Fortnum Financial executive to lead the company's strategy in this area. Halie Samson will be head of scaled advice at Midwinter and was previously project manager ... |
| | | Two-thirds (68%) of financial advisers see automated advice software as an "opportunity", according to a Midwinter survey. Midwinter managing director Julian Plummer argued that the survey - which tracked the responses of 288 financial advisers - indicates ... |
| | | ... that 53% of planners have the XPLAN risk modules as their most-used risk software, followed by Rubik/COIN (18%) and Midwinter (8%). Among risk software providers, XPLAN achieved the highest average overall satisfaction rating from its users and ranked ... |
| | | ... transactions of major fund managers to dealer groups and financial planning software providers such as COIN, XPLAN or Midwinter. |
| | | ... reviews," Peker said. Overall satisfaction with software remained unchanged from the two previous years, at 3.5 or "Good." Midwinter's AdviceOS software received the highest overall ratings, with an average score of 4.3. Managing director Julian Plummer ... |
| | | ... full feature planning applications were benchmarked in the 2013 Report - AdviserLogic, AdviserNETgain, Coin Office, Midwinter, MoneyOne and XPLAN Three Hybrid planning applications were benchmarked in the 2013 Report - AdviserNETgain/Asgard, AdviserNETgain/BT ... |
| | | Midwinter Financial Services has integrated its recently launched AdviceOS financial planning software with online accounting platform Xero Cashbook. Midwinter said this combination of software "in the cloud" will enable financial advisors to oversee ... |
| | | Midwinter has updated its AdviceOS software to enable clients to access a customised portal with different content, calculators, themes and graphics. The software provider presented the updates to its cloud-based software at a roadshow in Sydney. AdviceOS ... |
| | | ... from 39% in 2012. XPLAN's nearest competitor, COIN, has 25% of the market, remaining steady since 2012. Below COIN was Midwinter, with a steady 7% market share. The figures, representing number of client relationships, are based on a survey of 1,141 ... |
| | | Midwinter has integrated all its planning tools into the Advice Operating System (AdviceOS), software that planners can access from the cloud. The software is fully compliant with Future of Financial Advice (FoFA) regulations and includes client engagement ... |
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