Midwinter announces new partnership with Worksorted
Midwinter announce an integration with Worksorted to streamline the advice process and provide faster and easier ways for firms to run their business.
Wealth Today improves compliance efficiency with new advice technology from Midwinter
Midwinter Chief Operating Officer Jeff Hall said the trend to smaller advice practices made the choice of advice technology more important than ever.
Midwinter bolsters investment in AdviceOS
With challenging market and economic conditions, Midwinter is focused on evolving AdviceOS around the industry’s biggest challenges and opportunities.
Australian FinTech company profile #76 – Midwinter Financial Services
Midwinter Financial Services is a leading provider of cloud-based financial advice software for the financial services industry.
Midwinter launches next generation Insurance Comparator powered by Galaxy
Midwinter launches its powerful next generation insurance comparator, leveraging Rice Warner’s brand-new Galaxy Risk Insurance Engine.
Bravura acquires Midwinter for $50 million
Bravura Solutions has announced it has entered an agreement to acquire financial planning software firm Midwinter Financial Services for $50 million.
Financial planning software provider Midwinter acquires fellow fintech InvestmentLink
Financial planning software provider Midwinter has announced today that it has completed its transaction to acquire InvestmentLink.
Australian based financial advice technology provider Midwinter Financial Services appoints new CEO
Australian based financial advice technology provider Midwinter Financial Services has today announced the appointment of Jeffrey Hall as Chief Executive Officer off the back of consistent growth. Midwinter has continued to expand rapidly over the past several years, particularly within the enterprise market. As a consequence of this, Midwinter has been actively searching for additional executive presence to complement its existing management team. He joins Midwinter after spending almost 7 years at Ernst & Young as a Director within the wealth and asset management division, as well as spearheading the professional services division at COIN in the early 2000s. Jeffrey Hall is pleased to be joining the independent company, saying […]
