AIA selects Midwinter advice software for new Financial Wellbeing business

Midwinter’s financial advice software chosen to underpin new AIA Financial Wellbeing advice business, enabling efficient advice generation for 160 advisers and support staff.

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.”