Midwinter Financial Services has announced an integration with client engagement software provider, Moneysoft.
Superannuation funds may struggle to be as competitive without using digital advice to scale as the need to close...
The integration will allow AdviceOS users to pull client data from myprosperity.
Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice...
Jeff Hall has left his position as chief operating officer of Midwinter.
COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue...
The unintended consequences of new regulation can be costly without really benefitting the consumer, as consumers...
Andrew Whelan has been appointed to the newly-created role of chief distribution officer.
The financial planning software provider will increase investment in new features for its AdviceOS software with...
The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently.
Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform.
Bravura describes the move as ‘strong strategic fit’ for the two companies as it looks to expand its domestic and...
Midwinter has announced it has completed its transaction to acquire InvestmentLink.
Financial advice technology firm, Midwinter, has announced its recent partnership with BUSSQ superannuation fund.
Australian technology provider Midwinter Financial Services would leverage superannuation gamification to develop...
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