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Showing 81 - 90 of 98 results for "Midwinter"

Planners in urgent need of better tech: research

LAURA MILLAN  |  TUESDAY, 15 JUL 2014
... 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 ...

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... 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 pairs AdviceOS with online accounting platform

MARK SMITH  |  WEDNESDAY, 27 NOV 2013
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 adapts planner software to client profile

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
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 ...

Financial planners opt for software homogeneity

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... 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 puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
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 ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
... have software which they believe can adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey, Midwinter asked 320 financial planners from more than 70 licensees ...

Midwinter empowers adviser software

BEN COLLINS  |  WEDNESDAY, 16 MAY 2012
Midwinter has implemented changes announced in the 2012 May Federal Budget in its Reasonable Basis advice modelling software, allowing advisers to alter tax settings. "It is a difficult time for financial planners due to the large amount of uncertainty ...

Flaws in advice system revealed by ASIC report

ELISE BURGESS  |  WEDNESDAY, 28 MAR 2012
... the next shadow shop will show industry improvement under such areas," Klipin told Financial Standard. Julian Plummer, Midwinter managing director said that flaws in the advice system were evident with advisers relying too heavily on certain skills but ...

Midwinter's Esler joins Ibbotson Associates

ELISE BURGESS  |  TUESDAY, 22 NOV 2011
... financial advice practices Prior to joining Ibbotson, Esler was executive director, strategy and technical services for Midwinter Financial Services, where he remains a non-executive director. Esler was also head of technical for Advance Asset Management ...