Advisers save time with new Midwinter AdviceOS integration on FirstChoice, developed in collaboration with Elemnta
Colonial First State and Bravura announce new functionality which is now available on the FirstChoice platform that enables advisers to utilise existing client data via seamless integration with Midwinter AdviceOS.
Midwinter launches successful Paraplanning Partners Program
Midwinter Financial Services has today announced it has partnered with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers.
CQUniversity financial planning students get hands on experience with Midwinter Software
Midwinter Financial Services have announced that CQUniversity Australia’s financial planning students have successfully completed Term 1, 2023 using the software.
Midwinter partners with CQUniversity to roll out advice technology to students
Midwinter Financial Services Pty Ltd has today announced a partnership with CQUniversity Australia.
QAR: Midwinter welcomes customer centric nature of final report
The QAR Review has revealed a list of recommendations aiming to improve Australians’ access to high quality, affordable and accessible financial advice.
Midwinter Participates in Wicked Problems, Visionary Investors Program
Midwinter Financial Services is participating in a new initiative called Wicked Problems, Visionary Investors.
Midwinter integrates with estate planning platform Inherit Australia
Midwinter has today announced an integration with Inherit Australia, an estate planning platform connecting financial planners and lawyers.
Midwinter launches goal optimisation engine for advisers
Midwinter announce the extension of its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers.
