Count Financial adds Midwinter software to tech menu
Midwinter Financial Services and Count Financial has announced a partnership that enables Count’s adviser network to leverage Midwinter’s financial advice software.
The partnership targeted greater flexibility and competitive IT ownership costs for Count practices through a choice of software provider as well as tailored settings and advice templates.
Following a 4-month pilot program, Count had selected Midwinter, citing its strong client engagement tools and market-leading modelling capabilities as the reason for its selection.
Reg Gabila, head of licensee systems at Count Financial, said the addition of Midwinter would provide a quality advice software solution for its advisers.
“As a licensee, we are committed to providing our advisers with access to the leading providers in the advice software space. We are delighted to be partnering with Midwinter and giving our community more options in how they deliver quality financial advice to clients.”
Steve Davison, chief commercial officer at Midwinter, said he was delighted to have Count as their newest partner.
“We are thrilled that Count has selected Midwinter to provide advice software choice for their network. As a trusted partner, Midwinter is committed to working with Count to support the technology needs of their business as well as the needs of Count advisers.”
AUTHOR
Liam Cormican
Recommended for you
Submissions and nominations have opened for the inaugural Momentum Media Australian AI Awards 2024, which champions the wealth management industry for contributing to the dynamic field of artificial intelligence.
The financial advice firm has appointed an Aware Super executive to join its platforms business in a newly created role aimed at enhancing and accelerating its retirement capability.
Technology company Iress has revealed the findings of its internal investigation following a cyber incident earlier this year which affected its OneVue business.
Financial software provider Bravura has extended the term of its chief commercial officer as it seeks to finalise work on its transformation program.
