Midwinter partners with State Super Financial Services

Financial planning software firm Midwinter has released its cloud based advice solution to State Super Financial Services.

Midwinter partners with State Super Financial Services

elaina

Last Updated: 06 August 2015 Published: 06 August 2015

State Super Financial Services (SSFS) has deployed Midwinter's AdviceOS software across its nation-wide adviser network, with the first stage of implementation now complete.

The move is part of SSFS's Future Operation Model Project, which aims to introduce new capabilities that enhance services provided to clients and business operations.

SSFS managing director Michael Monaghan said: "SSFS are pursuing a growth strategy that allows us to diversify our business operating model, services and customers."

"This has required a strategic approach to investments in future capabilities and the delivery of the business transformation program," said Mr Monaghan.

"We have successfully implemented an end-to end advice system that has accelerated the delivery of our advice process and allowed us to bypass para-planning completely."

"Midwinter is currently implementing a number of efficiencies for the business via straight through processing and further enhanced our market-leading compliance functionality," he said.

Midwinter managing director of financial services Julian Plummer said: "We are excited to have been selected to be a part of SSFS's digital transformation - a paperless office that will shift SSFS from pre-internet, to a system that will not merely be in line with the banks, but surpass them."

"We look forward to implementing Registry and Digital as part of stage two in the coming months," Mr Plummer added.