Midwinter to release investment switching module

Midwinter Financial Services is planning to release an investment switching module to allow advisers to switch investment platforms.

The new module will be research based and product specific, allowing advisers to move all of their underlying shares, managed funds, separately managed accounts and exchange traded funds automatically from platform to platform.

The full range of investment products with the associated fees and asset allocations will be automatically built into the product, said Midwinter's general manager, strategy and technical services, Matthew Esler.

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“We were the first to market superannuation switching which is product specific and we were by far and away the leaders on that front,” he said.

Midwinter launched a pension to pension and pension to super switching module in June this year.




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