Midwinter

“We believe technology will play a pivotal role for both relevant and non-relevant providers by increasing the reach and relevance of financial advice." Thanks to the @IFA_AU for sharing our views on the final #QAR report. loom.ly/p81TDj0

Digital is reshaping advice. Is your practice ready to embrace the benefits? Our new whitepaper provides a guide for advice practices looking to accelerate their digital transformation journey. Download your free copy now 👉 loom.ly/KobTfKE #digitaladvice #advicetech

From the entire team at Midwinter, we'd like to wish everyone a very happy holiday season! For our customers who are working over the holiday period, Midwinter is here to support you. The support desk will be open from 8:30am to 6pm AEDT everyday except for the public holidays.

Midwinter has expanded its template suite to include a statement of advice SOA dedicated to SMSF advice. This is available now to all Midwinter’s clients at no additional cost. Find out more here 👉 loom.ly/Wh96nZc

From the blog: Can technology finally make goals-based advice a reality? 🤔 Read the full article from Midwinter's Head of Product Andrew Zietara here 👉 loom.ly/6u_FuE0 #financialadvice #financialadviser #goalsbasedadvice #advicete4ch

We're pleased to announce we have a new integration with estate planning platform Inherit Australia. 🙌 Advisers using Midwinter's software can now seamlessly pull their client data into Inherit to facilitate estate planning conversations. Read more 👉 loom.ly/tbY6aMc

Looking for an intuitive, client-friendly & powerful goals-based advice tool? For a limited time, get access to MultiGoal ⭐ free for 12 months ⭐ with the purchase of any other Midwinter module. Register your interest by 31 Oct. More info & terms here 👉 loom.ly/XbKSUyg

There is a "tremendous opportunity” for advisers to learn from intra-fund advisers in superannuation when it comes to using technology, according to Midwinter's CCO Steve Davison. Full article in @moneymanage loom.ly/ELR0V4U #advicetech #financialadviser

Midwinter welcomes the Quality of Advice Review proposed reform as a step towards improving adviser and consumer experience, as outlined in our submission to the Proposals Paper consultation. Read more on our blog 👉 loom.ly/OPcvVto #financialadvice #qualityofadvice

The QAR has suggested a number of reforms that we think will be a positive change for the #financialadvice industry, including the removal of the SOA. However, we believe consumers will still want an artefact when they engage a financial adviser. loom.ly/BG9rbFM

Midwinter is pleased to be a sponsor of AFA Thrive 2022. 🙌 Attending? Come visit us at booth 28 and hear Steve Davison & Stacey Cowan's presentation - Digital Advice; Fool’s Gold or Hidden Treasure - Thursday 1:45pm. loom.ly/oBKQIEY #AFAAU #AFATHRIVE2022

Midwinter has officially launched a new goals-based advice tool for #financialadvisers. 🙌 MultiGoal is a simple yet powerful strategic advice tool to review and prioritise a client’s goals & generate a quick SOA. #financialplanning #goalsbasedadvice loom.ly/8qms0Lk

Want to increase the value of your tech stack? Identifying the type of technology that can deliver the most bang for buck is crucial as practices look for ways to maximise their investment in tech. #advicetech #fintech #financialadvisor #midwinter loom.ly/5WPJTmU

Looking for a little secret weapon to help run your advice practice? Watch this video to find out how Midwinter financial advice software can help you, help Aussies like Joe, live their best life. loom.ly/aKedzBY #financialadvice #financialplanning #advicetech

Improving the accessibility of advice for Australians is the key to future growth of the financial advice sector, according to Midwinter’s Chief Commercial Officer Steve Davison. Find out more by downloading the Future Ready IX report today: loom.ly/XhCW9R8 #advicetech

Here's a sneak peak into last month's Masterclass: Practice Efficiency. 🎥 Midwinter's Product Manager, Wendy Van, explains the key advantages of using the Key Risk Indicator Solution. Watch the recording: loom.ly/IFe2g40 #financialadvice #advicetech #webinar #fintech

"The cyber security of any advice practice is only as secure as its weakest link". In this article published in @IFA_AU, Midwinter's CTO Fraser Hamilton looks at 5 simple ways advisers can improve their cyber security. loom.ly/UEqEj6Y #advicetech #cybersecurity

Advisers operate in a complex industry rife with technical, human, and regulatory challenges. When it comes to their advice software, advisers don’t need another challenge. Read the full article on our blog: loom.ly/KgDsrWs #advicetech #fintech #financialplanner

Midwinter's parent company Bravura Solutions has announced the appointment of Libby Roy as the company’s new CEO, effective 22 August. Libby will be based in Australia and has over 20 years' experience leading global financial services & tech companies. loom.ly/pTMoPCE

Want to boost efficiency while helping clients this end of financial year? Technology can provide a much-needed efficiency boost, and with Midwinter’s 2022 EOFY offer*, now is a great time to review your #advicetech. (*T&Cs apply). loom.ly/ZPJzgJY #financialplanner