Midwinter and AIA team up
Midwinter Financial Services has announced that its advice software has been selected by AIA Australia for their new advice business Financial Wellbeing.
Financial Wellbeing would offer solutions for life and health insurance, superannuation and wealth advice.
AIA said it had selected Midwinter’s software due to the fact it required minimal customisation to meet their requirements given that AIA Financial Wellbeing were operational on the software following an implementation of just over four months.
Chief commercial officer of Midwinter, Steve Davison, said “We’re proud to have been selected as the financial advice software partner for AIA Financial Wellbeing. This is a testament to the completeness of our advice software and vision, and our team’s ability to implement the software quickly and effectively.”
“Midwinter has been easy to work with and their comprehensive and configurable software has helped us quickly stand-up our new advice business. We’re excited about the partnership and Midwinter’s ability to support our goal of enhancing the financial wellbeing of Australians,” added chief executive of AIA Financial Wellbeing, Pina Sciarrone.
AUTHOR
Oksana Patron
Recommended for you
A NSW-based adviser has been banned from providing financial services for five years for inappropriate advice and the AFSL of his business has been cancelled by ASIC.
The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels.
Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value to potential clients.
Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across all metrics.
