http://australianfintech.com.au/ Connecting Australian FinTech Mon, 19 Aug 2024 23:05:35 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://australianfintech.com.au/wp-content/uploads/sites/7/2015/06/logo-words-orange-background-small-50x50.png http://australianfintech.com.au/ 32 32 https://australianfintech.com.au/advisers-save-time-with-new-midwinter-adviceos-integration-on-firstchoice-developed-in-collaboration-with-elemnta/ Mon, 19 Aug 2024 23:05:35 +0000 https://australianfintech.com.au/?p=188180 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.]]> https://australianfintech.com.au/gbst-strengthens-executive-team-appointing-jeff-hall-as-head-of-apac-to-drive-strategic-growth-and-client-success/ Mon, 29 Jan 2024 00:34:41 +0000 https://australianfintech.com.au/?p=186076 GBST, a leading global provider of wealth management and advice solutions technology, has appointed Jeff Hall as it’s Head of Asia Pacific.]]> https://australianfintech.com.au/midwinter-launches-successful-paraplanning-partners-program/ Wed, 30 Aug 2023 04:02:47 +0000 https://australianfintech.com.au/?p=184416 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.]]> https://australianfintech.com.au/cquniversity-financial-planning-students-get-hands-on-experience-with-midwinter-software/ Fri, 21 Jul 2023 00:16:49 +0000 https://australianfintech.com.au/?p=183831 Midwinter Financial Services have announced that CQUniversity Australia’s financial planning students have successfully completed Term 1, 2023 using the software.

]]> https://australianfintech.com.au/midwinter-partners-with-cquniversity-to-roll-out-advice-technology-to-students/ Wed, 08 Mar 2023 00:05:35 +0000 https://australianfintech.com.au/?p=181684 Midwinter Financial Services Pty Ltd has today announced a partnership with CQUniversity Australia.]]> https://australianfintech.com.au/qar-midwinter-welcomes-customer-centric-nature-of-final-report/ Tue, 14 Feb 2023 04:30:12 +0000 https://australianfintech.com.au/?p=181269 The QAR Review has revealed a list of recommendations aiming to improve Australians’ access to high quality, affordable and accessible financial advice.]]> https://australianfintech.com.au/midwinter-participates-in-wicked-problems-visionary-investors-program/ Wed, 02 Nov 2022 02:03:13 +0000 https://australianfintech.com.au/?p=179838 Midwinter Financial Services is participating in a new initiative called Wicked Problems, Visionary Investors.]]> https://australianfintech.com.au/midwinter-integrates-with-estate-planning-platform-inherit-australia/ Tue, 11 Oct 2022 23:21:03 +0000 https://australianfintech.com.au/?p=179423 Midwinter has today announced an integration with Inherit Australia, an estate planning platform connecting financial planners and lawyers.]]> https://australianfintech.com.au/midwinter-launches-goal-optimisation-engine-for-advisers/ Tue, 30 Aug 2022 23:59:34 +0000 https://australianfintech.com.au/?p=178704 Midwinter announce the extension of its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers.]]> https://australianfintech.com.au/count-financial-bolsters-its-tech-menu-with-midwinter-advice-software/ Tue, 07 Jun 2022 02:01:39 +0000 https://australianfintech.com.au/?p=177265 Count Financial has added Midwinter financial advice software to their technology menu, offering increased choice and flexibility for their adviser network.]]> https://australianfintech.com.au/helen-thom-joins-advice-revolution-as-head-of-sales/ Mon, 11 Apr 2022 09:01:00 +0000 https://australianfintech.com.au/?p=176189 Advice Revolution has bolstered its senior team by appointing Helen Thom as Head of Sales.]]> https://australianfintech.com.au/aia-selects-midwinter-advice-software-for-new-financial-wellbeing-business/ Sun, 20 Mar 2022 23:27:05 +0000 https://australianfintech.com.au/?p=175722 Midwinter’s financial advice software chosen to underpin new AIA Financial Wellbeing advice business.]]> https://australianfintech.com.au/financial-planners-maintain-revenue-but-profits-squeezed-in-2021-research/ Wed, 23 Feb 2022 02:16:43 +0000 https://australianfintech.com.au/?p=175161 Financial planning practices held average revenue steady at $1.2 million over the past two years despite escalating operational costs.]]> https://australianfintech.com.au/bravura-appoints-paul-dunn-as-apac-managing-director/ Tue, 22 Feb 2022 00:07:56 +0000 https://australianfintech.com.au/?p=175114 Bravura Solutions has today announced that it has promoted Paul Dunn to the role of APAC Managing Director.]]> https://australianfintech.com.au/stacey-cowan-joins-midwinter-as-head-of-advice-sales/ Sun, 09 Jan 2022 23:55:01 +0000 https://australianfintech.com.au/?p=174451 Midwinter Financial Services has today announced the appointment of Stacey Cowan as its new Head of Advice Sales.]]> https://australianfintech.com.au/midwinter-appoints-fraser-hamilton-as-chief-technology-officer/ Sun, 31 Oct 2021 22:50:50 +0000 https://australianfintech.com.au/?p=173450 Midwinter Financial Services has today announced the appointment of Fraser Hamilton as its new Chief Technology Officer.]]> https://australianfintech.com.au/midwinter-appoints-andrew-zietara-as-new-head-of-product/ Sun, 10 Oct 2021 22:51:15 +0000 https://australianfintech.com.au/?p=172981 Midwinter Financial Services has today announced the appointment of Andrew Zietara as its new Head of Product.]]> https://australianfintech.com.au/midwinter-inks-new-partnership-with-moneysoft/ Wed, 14 Jul 2021 01:25:32 +0000 https://australianfintech.com.au/?p=171213 Midwinter integrates with Moneysoft, a provider of client engagement software for financial advisers, mortgage brokers and the financial services industry.]]> https://australianfintech.com.au/lumiant-signs-two-industry-stalwarts-on-its-path-to-success/ Mon, 21 Jun 2021 05:11:20 +0000 https://australianfintech.com.au/?p=170834 Ex-Midwinter CEO and a founding director of Shadforth join Australian fintech company Lumiant to transform financial advice.]]> https://australianfintech.com.au/digital-advice-key-to-super-fund-future/ Sun, 16 May 2021 23:14:11 +0000 https://australianfintech.com.au/?p=170246 Superannuation funds that fail to engage their members through digital advice could find their products are no longer competitive as rivals increasingly build a more holistic suite of services.]]>