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.
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