Midwinter ranked #1 according to Investment Trends
February 2010
According to the Investment Trends 2009 Planner Technology Report Midwinter now ranks #1 in financial planning software.
Midwinter’s Reasonable Basis is seen as having the highest average satisfaction among planners using financial planning software.
According to Investment Trends “…when asked about the best features of Midwinter, users gave a wide variety of responses, although they frequently mentioned its ease of use and high quality modelling tools…”
Julian Plummer, Midwinter’s Managing Director commented that “these results are confirmation and recognition of what Midwinter has known for a long time. That is, the most important solution software providers should be delivering to financial planning practices is the ability to generate high quality advice quickly, on a system that is simple to use. These findings also confirm the momentum that we have experienced within the market throughout 2009.”
Plummer went on to say said “As the only specialised advice generation software in the industry, these results highlight that value of advice is achieved through specialisation, not generalisation – particularly when it comes to the efficient generation of high quality advice. It is the quality of advice generated that should be most important to financial planning professionals, because it is certainly the most important measure for their clients.”
“What is even more exciting from Midwinter’s perspective is the development pipeline we have in place for 2010. Without giving the game away, if financial advisers liked Midwinter in 2009 they have more to look forward to in 2010.”
For more information please see the following media stories
New! Midwinter ranked #1 by Investment Trends in financial planning software category.
Research reveals planners’ software wishlist – Money Management, February 2010
New! More advisers choose Midwinter over Visiplan according to InvestorDaily research.
Frugality vs. Functionality – InvestorDaily, January 2010