Midwinter buys Zurich’s AdviserTech
Financial planning software company, Midwinter Financial Services, has purchased Zurich Financial Service’s online technical resource, AdviserTech.
Midwinter’s updated version of the online manual will be rolled out towards the end of October. The manual offers technical support for superannuation, insurance, taxation, social security, and estate planning, in addition to legislative updates and key statistics for super, tax, social security, and pension planning.
Midwinter’s managing director, Julian Plummer, described AdviserTech as a “highly technical resource” that would now be distributed to the wider financial planner network.
In addition to acquiring the technical resource, Midwinter has recruited former Smartsuper head of technical, Kate Anderson, as head of technical services for the software company. Anderson will oversee Midwinter's enhancement and distribution of AdviserTech, and will report to Midwinter's general manager of strategy and technical, Matthew Esler. Anderson and Esler both formerly worked in Zurich's technical services team.
AUTHOR
Milana Pokrajac
Recommended for you
This senior consultant has emphasised why ‘playing the long game’ of cultivating a desirable work culture is vital for high-performing financial advice firms and their teams.
With superannuation funds and financial advisers being the top two sources of information for retirees, a TAL white paper has revealed which they turn to first.
Newly launched wealth technology platform HeirWealth has appointed multiple senior industry figures to its advisory board including former MLC CEO Geoff Lloyd as chair.
Clime has entered into a heads of agreement to divest Madison Financial Group to a rival licensee for $2 million.
