Sydney, 30 August 2023 – Midwinter Financial Services (Midwinter) has today announced it has partnered with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers.

Midwinter has launched the Paraplanning Partners Program following a successful pilot phase. This program connects Midwinter’s clients with a network of highly skilled paraplanning professionals trained in the Midwinter software, enabling seamless collaboration and efficient delivery of paraplanning and administrative services.

A key feature of the program is the unique paraplanning license, providing a secure and streamlined way for paraplanners to access specified client records through the Midwinter financial advice software. This facilitates the seamless delivery of external paraplanning and administrative services, with advice businesses able to tap into this expertise and additional resource pool when required.

Stacey Cowan, Head of Advice, Midwinter says, “Following a successful pilot, Midwinter is thrilled to be partnering with leading paraplanning providers to create a holistic offer to advisers, ensuring they can operate efficiently and effectively in delivering expert advice to their clients. With the support of our trusted paraplanners, advice businesses can confidently embrace Midwinter and focus on what matters most – their clients.”

Alex Gassner, General Manager, Scale Up Paraplanning says, “We are excited to be one of the inaugural members of Midwinter’s Paraplanning Partners Program. This represents a pivotal opportunity for Scale Up Paraplanning to enhance our partnership, deepen industry ties, and strengthen the quality of our service offering. By focusing on our strengths and collaborating to maximise the provision of quality advice, we’re able to better serve our clients and help them reach their goal of scaling advice operations. As we continue to progress on this journey, we are confident that this partnership will shape a promising and transformative future for our business, setting a new standard of excellence in the financial planning sector.”

Esha Khosla, Director, TNW Solutions says, “We are very excited to be a part of the Midwinter’s paraplanning program. Together with Midwinter, we are aspiring to challenge the status quo and add value in the financial planning space. We have a common objective to increase our footprint in the financial services industry and are looking forward to this partnership which will make way for opportunities to service more customers by providing feasible, cost-effective and efficient solutions for advisers and their practices.”

Damien Winberg, Director, Rocket Services says, “We are thrilled to be working with Midwinter as a preferred support partner. Rocket Services has long supported Midwinter’s intuitive software, which coupled with their commitment to ongoing training and customer satisfaction, has been instrumental in our success. This collaboration allows us to bring our expertise in Paraplanning and Admin to a broader audience, offering financial planning practices a seamless back office solution and Advisers more time to focus on delivering outstanding advice to their clients.”

TNW Solutions is an independent Australian-owned and operated business, providing efficient and high-quality paraplanning services nationwide. Scale Up Paraplanning is an Australian-based back-office service provider that delivers outsourced paraplanning, admin/research and practice consulting services. Rocket Services creates, sources and connects expertise offshore to deliver seamless support to clients.

The Paraplanning Partners Program marks another milestone in Midwinter’s commitment to delivering innovative solutions that support the financial planning industry. If you’re a paraplanning business and wish to be considered for future participation in the program, please contact Midwinter to register your interest here.

All Midwinter customers can now access external paraplanning support through the Midwinter Paraplanning Partners Program. For more information, please email sales@midwinter.com.au.

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Media Contact 

For media enquiries please contact: 

Marcha van der Heuvel
Hill+Knowlton Strategies
Marcha.vandenHeuvel@hkstrategies.com

About Midwinter Financial Services Pty Ltd 

Midwinter Financial Services is an innovative financial advice software company based in Sydney, Australia. Founded in 2006, Midwinter was acquired in August 2019 by Bravura Solutions, a leading provider of software solutions for the wealth management, life insurance, and funds administration industries. 

Midwinter’s cloud-based SaaS solutions improve efficiency, scalability, compliance and client engagement for hundreds of Australia’s leading advice practices, dealer groups, wealth management and superannuation firms.  

Our solutions meet the evolving needs of the advice industry, its consumers and the professionals who provide financial advice. 

To learn more, visit www.midwinter.com.au.

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Sydney, 8 March 2023 – Midwinter Financial Services Pty Ltd (Midwinter) has today announced a partnership with CQUniversity Australia to provide financial planning software to its students undertaking financial planning units.

As part of the agreement, CQUniversity’s financial planning students will be able to access Midwinter’s financial advice software, as well as training to support the students using the technology.

The digital advice software will be available to students studying a Bachelor of Business, a Bachelor of Accounting, and a Bachelor of Property Studies, as well as other non-business courses with financial planning units.

Stacey Cowan, Head of Sales at Midwinter says, “With adviser numbers continuing to fall across the industry, Midwinter is excited to support the development of future qualified financial advisers by providing access to advice technology during their education.”

“Midwinter’s modules not only allow students to practice and learn new financial planning skills, but also to familiarise themselves with real-life technology as they prepare to enter the workforce and become financial advice professionals.”

Dr. Angelique N. McInnes, Lecturer, College of Business and Law at CQUniversity, says “CQUniversity is thrilled about the opportunity this partnership offers to our students. The financial services industry is changing fast – and it is now more critical than ever for current and future professionals to understand how technology can help stay compliant and more efficient,” Dr. McInnes commented.

Midwinter’s financial advice modules will be available to all CQUniversity students undertaking financial planning units from Term 1 2023 onwards.  

For more information on Midwinter’s financial planning software or to request a demo, please visit https://www.midwinter.com.au/service/financial-advice-software.

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Media Contact

For media enquiries please contact:

Deborah Dalziel
Marketing Manager, Midwinter Financial Services
ddalziel@midwinter.com.au

Isis Symes
Communications Coordinator, CQUniversity
i.symes@cqu.edu.au

About Midwinter Financial Services Pty Ltd

Midwinter Financial Services is an innovative financial advice software company based in Sydney, Australia. Founded in 2006, Midwinter was acquired in August 2019 by Bravura Solutions, a leading provider of software solutions for the wealth management, life insurance, and funds administration industries.

Midwinter’s cloud-based SaaS solutions improve efficiency, scalability, compliance and client engagement for hundreds of Australia’s leading advice practices, dealer groups, wealth management and superannuation firms.

Our solutions meet the evolving needs of the advice industry, its consumers and the professionals who provide financial advice.

To learn more, visit www.midwinter.com.au.

About CQUniversity

Originally founded in Rockhampton in 1967, CQUniversity is regarded as one of Australia’s most inclusive universities and is a pioneer in the delivery of distance and online education.

As a benchmark leader for how universities should engage and collaborate with communities and industry, CQUniversity has a strong vision to strengthen the regions and communities it serves and after more than half a century working with stakeholders in regional Australia, the University is now a renowned research institution.

It is also recognised by Social Traders as Australia’s only certified social enterprise university.

Find out more by visiting www.cqu.edu.au

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From our very popular Midwinter piggy banks to in-depth conversations around the state of financial advice and how advisers are integrating tech into their practice to improve client engagement and efficiency, it was a great two days for the team.

Callum Fursman, Business Development Manager at Midwinter said, “it was fantastic to see so many practices asking the question ‘can my tech do more for me?’ With the Quality of Advice Review coming out, there has never been a greater focus on innovation and excitement when advisers and paraplanners discover new solutions that can improve their practice right out of the box.”

Thomas Tolevski, Business Development Manager at Midwinter said, “I thoroughly enjoyed connecting with the wider financial advice network and having some robust conversations around how Midwinter can help advisers run their practice more efficiently whilst helping their clients achieve their financial goals.”

Thanks to everyone who stopped by to say hello during the conference.

The post That’s a Wrap on the 2022 FPA Congress appeared first on Midwinter.

Aimed at financial advisers, the investment community and consumers, Wicked Problems: Visionary investors brings together industry experts to discuss some of Australia and the globe’s most wicked finance problems.

The program forms the media vehicle behind a collective of like-minded individuals from the investment community who are deploying billions of dollars into solving problems like climate change, sustainability, accessible financial advice and protectionism.

Many people are not accessing financial advice because of several perceived barriers, whether it’s not being able to afford it or thinking that financial advice is not for them. Since most people who seek financial advice are high-net-worth individuals, there’s a large portion of Australians who are missing out on much-needed advice.

With an unstable economic landscape in a post-pandemic world, access to good financial advice is needed more than ever. Steve Davison, Chief Commercial Officer at Midwinter is pleased to support and participate in this conversation along with Sarah Abood, CEO of the Financial Planning Association of Australia.

“We are pleased to be the foundation partner for the first two episodes which focus on how to make good financial advice more affordable and accessible to Australians,” said Davison. “Over the past few years, declining adviser numbers and increasing input costs have meant most Aussies are essentially priced out of the advice market. Leaning on the proposed changes in the Quality of Advice Review and Midwinter’s digital advice capabilities, we are on a mission to change this by providing advisers with the technology they need to provide affordable advice solutions.”

Watch episodes 1a and 1b below or find the full series on the ausbiz website.

Wicked Problems: Visionary Investors Episode 1a

Wicked Problems: Visionary Investors Episode 1b

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SYDNEY, NSW: Midwinter, a Bravura Solutions Limited company, has today announced an integration with Inherit Australia, an estate planning platform connecting financial planners and lawyers.

Advisers using Midwinter financial advice software can now seamlessly pull their client data into Inherit Australia.

The Inherit software uses a sophisticated legal bot that replicates the line of questioning of an experienced estate planning lawyer to help advisers navigate estate planning conversations with their clients. This allows advisers to complete the data collection and testamentary wishes process without providing legal advice. The process does not require any prior estate planning knowledge or experience.

The one-way integration from Midwinter to Inherit eliminates the need for double data-handling while ensuring the integrity of client data stored in the Midwinter client profile.

“Advisers already have a trusted relationship with their clients; when it comes to estate planning, it makes sense for them to lead these conversations,” said Andrew Zietara, Head of Product at Midwinter. “This integration builds on our partner ecosystem, providing advisers with increased functionality and efficiency.”

Chris Hill, Legal Co-Founder at Inherit Australia said, “it’s all about deepening the adviser-client relationship; this integration puts the adviser in the box seat and cements them as the lead adviser of their clients and their families in the accumulation, protection and distribution of wealth on death.”

Registration to Inherit Australia is free on a pay-as-you-go plan and provides opportunity for advisers to grow their service offering and create a new income stream. Midwinter’s API integration requires authorisation by account holders, followed by a straightforward web authentication process to connect accounts.

For more details on Inherit Australia’s estate planning platform, visit www.inheritaustralia.com.au. For information about how to set up a Midwinter API with Inherit Australia, visit https://help.midwinter.com.au/portal/en/kb/articles/inherit-australia.

– ENDS –

For media enquiries please contact:

Deborah Dalziel
Marketing Manager, Midwinter Financial Services
ddalziel@midwinter.com.au

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The 3-day conference, taking place in the Gold Coast from from 21 to 23 September, will bring together experts and leaders from in and outside Advice.

If you’re attending the conference, come visit Midwinter at booth 25 where you’ll have an opportunity to meet the team, have your photo taken with your favourite adviser moment, and pick up some great merchandise.

On day 2 – Thursday 22 September – Midwinter Chief Commercial Officer, Steve Davison and Head of Advice Sales, Stacey Cowan will present an Advice Strategy breakout session: Digital Advice; Fool’s Gold or Hidden Treasure. You can catch their session at 1:45pm – click here to view the full conference agenda.

To find out more about AFA Thrive 2022, visit their website: www.afaconference.com.au.

The post Midwinter sponsors AFA Thrive Conference 2022 appeared first on Midwinter.

Libby Roy, currently non-executive director of Bravura, has over 20 years leading global financial services and technology companies and joins from Optus Business in Australia where she was their Managing Director. She has also held several senior executive positions with AMP and AXA, was Managing Director of PayPal in ANZ, and held senior global roles with American Express. Based in Australia, Libby will spend a large amount of time working in the UK and other regions that Bravura serves.

Click here to read the full media release on the Bravura website.

The post Bravura restructures leadership team and Board as it enters a new phase of growth appeared first on Midwinter.

Midwinter Financial Services Pty Ltd (Midwinter) and Count Financial Limited (Count) today announced a partnership that enables Count’s adviser network to leverage Midwinter’s leading financial advice software.

The partnership provides 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 during which some of the licensee’s flagship practices trialled Midwinter’s software with overwhelmingly positive feedback, Count selected Midwinter due to its strong client engagement tools and market-leading modelling capabilities.

As a growing licensee, Count is committed to supporting innovation that will make providing high quality, compliant advice easy for its network.

Reg Gabila, Head of Licensee Systems at Count Financial, said the addition of Midwinter would provide a quality advice software solution to 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 is 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.”

The post Count Financial Bolsters its Tech Menu with Midwinter Advice Software appeared first on Midwinter.

According to the Future Ready IX report released in February, Australian financial advisers are extremely positive about what they can achieve in the coming months.

While few advisers plan to add more staff to their team or work any harder, the majority expect to increase revenue, the number of clients they service and their business profitability.

Against a backdrop where business as usual is incredibly difficult and the entire industry remains in a state of flux, are advisers being overly optimistic?

In this masterclass we cover three areas where technology can help advisers become more efficient, helping them achieve their business objectives.

Click the button below to view the 1-hour recorded webinar now.

Presenters

This masterclass was presented by:

Wendy Van, Product Manager, Midwinter

With more than 15 years’ experience in financial services technology, Wendy is a keen problem solver who is focused on improving customer experiences and outcomes.

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Deborah Dalziel, Marketing Manager, Midwinter

Deborah is responsible for marketing and communications at Midwinter, and has more than 10 years’ experience marketing software and technology solutions.

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Matthew Bineth, Key Account Manager, Midwinter

Matthew is a passionate financial services professional who held roles in financial planning and practice management before moving into financial advice technology.

Connect on LinkedIn

The post Masterclass: Practice Efficiency – How Adviser Optimism can be Enabled by Technology appeared first on Midwinter.

Midwinter Financial Services Pty Ltd (Midwinter) today announced that AIA Australia has selected its advice software for their Financial Wellbeing business.

AIA Financial Wellbeing is a new advice business offering affordable, reliable, and straightforward solutions for life and health insurance, superannuation, and wealth advice.

Midwinter’s financial advice software will underpin all aspects of advice generation, enable efficiencies, and support compliance at AIA Financial Wellbeing.

AIA selected Midwinter because it offered comprehensive advice software that required minimal customisation to meet their requirements. AIA Financial Wellbeing were operational on the software following an implementation of just over four months.

CEO of AIA Financial Wellbeing, Pina Sciarrone, said “Midwinter has been easy to work with and their comprehensive and configurable software has helped us quickly stand-up our new advice business. We’re excited about the partnership and Midwinter’s ability to support our goal of enhancing the financial wellbeing of Australians.”

Chief Commercial Officer of Midwinter, Steve Davison, said “We’re proud to have been selected as the financial advice software partner for AIA Financial Wellbeing. This is a testament to the completeness of our advice software and vision, and our team’s ability to implement the software quickly and effectively.”

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Media Contact

For media enquiries please contact:

Deborah Dalziel
Marketing Manager, Midwinter Financial Services
ddalziel@midwinter.com.au

About Midwinter Financial Services Pty Ltd

Midwinter Financial Services is an innovative financial advice software company based in Sydney, Australia. Founded in 2006, Midwinter was acquired in August 2019 by Bravura Solutions, a leading provider of software solutions for the wealth management, life insurance, and funds administration industries.

Midwinter’s cloud-based SaaS solutions improve efficiency, scalability, compliance and client engagement for hundreds of Australia’s leading advice practices, dealer groups, wealth management and superannuation firms.

Our solutions meet the evolving needs of the advice industry, its consumers and the professionals who provide financial advice.

The post AIA selects Midwinter advice software for new Financial Wellbeing business appeared first on Midwinter.