Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 27 results for "AdviceOS"

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
... integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities, assets and liabilities. Myprosperity ...

Aware Super in-houses fund administration

KANIKA SOOD  |  TUESDAY, 27 OCT 2020
... underpinned by Sonata Alta including a dedicated support team. Other Bravura products that the fund will use include AdviceOS, Babel Superstream messaging and member and adviser digital offerings. "After a rigorous selection process, Aware Super selected ...

Midwinter acquired by Bravura

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
... subsequently acquired by the UK-based FNZ. Bravura said the acquisition is a good strategic fit, with Midwinter's AdviceOS solution - which powers back office administration for advisers and digital advice portals for superannuation funds in Australia ...

Midwinter acquires InvestmentLink

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... required to share credentials to banking portals." He added that Midwinter reviewed its advice modelling and CRM solution AdviceOS and found acquiring InvestmentLink was a good fit. "We intend to create one comprehensive research API service that provides ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... Report, which showed XPLAN blitzed 29 of 34 categories. Other than XPLAN, the majority of financial planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are ...

Industry fund finds new advice tech partner

JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
... part of a rebrand of its advice offering to members. BUSSQ is working with Midwinter Financial Services, rolling out its AdviceOS platform to enhance face-to-face and phone-based financial advice services. It is also using Midwinter's client engagement ...

Open APIs old news: Midwinter

HARRISON WORLEY  |  TUESDAY, 18 SEP 2018
... takes advantage of open APIs to integrate with SMSF software provider Class. The integration allows users of Midwinter's AdviceOS and Class to sync and replicate portfolios from class into AdviceOS, with Class funds to be prepopulated, updated and used ...

PractiFI opens US office

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
... entered into a strategic partnership with PractiFI in October last year to integrate its flagship digital advice platform, AdviceOS. It enabled seamless integration with PractiFI's advice-specific CRM, preventing duplicate data entries and reducing ...

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
... services organisation. Following a review of its existing providers, Suncorp Advice has commenced roll out of Midwinter's AdviceOS solution to advisers and paraplanners. The software will provides benefits including process and production efficiencies ...

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... the financial services industry. The partnership will involve integrating Midwinter's flagship digital advice platform, AdviceOS, with PractiFI software. PractiFI is designed to automate business administration for the advice, super and insurance industries. ...
PAGE:
1
PREVIOUS
NEXT