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.”
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