SEARCH
Wealth Today integrates Midwinter software
Wealth Today integrates Midwinter software
Non-bank-aligned dealer group Wealth Today has partnered with financial planning software company Midwinter to use its cloud-based software package throughout its business.
Wealth Today has 62 practices nationwide and will roll out Midwinter's AdviceOS software to planners across the country.
Managing director of Wealth Today, Greg Pennells, said his company existed specifically to facilitate the integration of financial planning into existing appropriate businesses and to take sound financial individual advice to everyday Australians.
"We felt our current technology was no longer supporting the direction we wanted to take our business. Although we do not mandate which software our advisers use, the partnership formed with Midwinter has allowed us to offer the latest in financial planning technology to Wealth Today advisers," he said.
"Comprehensive strategy and modelling capabilities of AdviceOS will help assist our advisers in meeting their fiduciary responsibilities and produce the most appropriate advice for their circumstances."
"Furthermore, the straight through processing capacity that Midwinter provides us with means we can produce SOAs far more accurately and efficiently than with our previous model," said Mr Pennells.
Commenting on the partnership, Midwinter managing director Julian Plummer said he is "pleased that Midwinter has the opportunity to be rolling out our software solutions to Wealth Today advisers around the country and to take on the responsibility and trust that comes with being their preferred option when it comes to financial planning technology."
"We look forward to working with Wealth Today and helping them to make their advice businesses as efficient as possible," he said.
Subscribe to our Newsletter
We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians
Your email address will be shared with nestegg and subject to our Privacy Policy
latest articles
OUR PLATFORMS AND BRANDS
- Accountants Daily
- Accounting Times
- Adviser Innovation
- Australian Aviation
- Cyber Daily
- Defence Connect
- Fintech Business
- HR Leader
- Independent Financial Adviser
- Investment Center
- Investor Daily
- Lawyers Weekly
- Money Management
- Mortgage Business
- Nestegg
- Property Buzz
- Real Estate Business
- Smart Property Investment
- SMSF Adviser
- Space Connect
- Super Review
- The Adviser
- Wellness Daily
- Which Investment Property
- World of Aviation
EVENTS AND SUMMITS
- Accountants Daily 30 Under 30 Awards
- Adviser Innovation Summit
- Australian Accounting Awards
- Australian Aviation Awards
- Australian Broking Awards
- Australian Defence Industry Awards
- Australian Law Awards
- Australian Space Awards
- Australian Space Summit
- Better Business Summit & Awards
- Corporate Counsel Summit & Awards
- Cyber Security Summit & Awards
- Defence Connect Budget Lunch
- Defence Connect DSR Summit
- Fund Manager of the Year Awards
- ifa Excellence Awards
- ifa Future Forum
- Investor Daily ESG Summit
- Lawyers Weekly 30 Under 30 Awards
- Lawyers Weekly Women in Law Forum
- Mortgage Business Awards
- New Broker Academy
- Partner of the Year Awards
- REB Awards
- Reinnovate
- SME Broker Bootcamp
- SMSF Adviser Technical Day
- Super Fund of the Year Awards
- Women in Finance Awards
- Women in Law Awards
- Accountants Daily Podcast Network
- The Adviser Podcast Network
- Australian Aviation Podcast Network
- Defence Connect Podcast Network
- HR Leader Podcast Network
- The ifa Show
- The Lawyers Weekly Show
- Mortgage Business Podcast Network
- REB Podcast Network
- Relative Return
- The Smart Property Investment Show
- Space Connect Podcast
PODCASTS
LEARNING AND EDUCATION
MOMENTUM MARKETS NETWORK
LINKS
STAY CONNECTED
Subscribe to the Adviser Innovation eNewsletter.
