Search Results | Showing 1 - 10 of 19 results for "Midwinter Financial Services" |
| | Midwinter Financial Services (Midwinter) will work with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers. Launched off the back of a successful pilot phase, the Paraplanning Partners ... |
| | | ... he was the national sales manager at Morningstar and business development manager NSW and WA for Midwinter Financial Services. He will work alongside its head of sales and distribution Brett Canning and head of advice sales Joey McCann. A statement explained ... |
| | | ... Acquisitions aside, in June, Count Financial also bolstered its technological capabilities, partnering with Midwinter Financial Services for its financial advice software. |
| | | Midwinter Financial Services has appointed a new head of product, nabbing a former leader within AMP's advice business. Andrew Zietara has joined Midwinter as head of product. Zietara joins Midwinter from capital market technology solution provider ... |
| | | Midwinter Financial Services has 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 ... |
| | | Midwinter Financial Services has announced three new appointments as it expands its advice software business. The appointments are across its sales, marketing and customer service functions of the cloud-based software business. Andrew Whelan was appointed ... |
| | | ... ambitions to drive change and shape the funds landscape in Australia." In August, Bravura acquired Midwinter Financial Services for a total consideration of $50 million. The deal opened an avenue for growth in Australia, the UK and other regions where ... |
| | | ... million. For a total consideration of $50 million, Bravura has entered into an agreement to acquire Midwinter Financial Services, one of the leading providers of financial planning software to the Australian advice market. The announcement follows attempts ... |
| | | ... planning technology firm as 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 ... |
| | | ... brand) and head of technical services at Advance Asset Management. He is also a former co-owner at Midwinter Financial Services. Commenting on his return, Matt Esler said: "Padua is really challenging the way financial advice has traditionally been generated ... |
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