Diversified suite of Paraplanners Empowers Financial Advisers.
Sydney, 6 March 2024 – Midwinter Financial Services Pty Ltd (Midwinter) proudly announces a strategic collaboration with Brokers Support Group (BSG) and DeeTwo Consulting (DeeTwo) further fortifying its Paraplanning Partners Program. This initiative, launched in August 2023, solidifies the synergy between Midwinter’s financial advice software and a network of highly proficient paraplanning professionals.
The program offers Midwinter’s clients access to a curated selection of paraplanning experts, all adeptly trained in Midwinter’s software. This collaboration facilitates seamless cooperation and enhances the efficiency of paraplanning and administrative services.
Stacey Cowan, Head of Advice, Midwinter expresses enthusiasm about the partnership: “Midwinter is thrilled to align with industry-leading paraplanning providers, BSG and DeeTwo. Their inclusion enhances our already distinguished group of paraplanning professionals, which includes Rocket Services, Scale Up Paraplanning and TNW Solutions.”
This collaboration underscores Midwinter’s commitment to providing a comprehensive paraplanning solution for financial advisers. Through the Paraplanning Partners Program, all Midwinter clients gain access to external paraplanning support. For further details please contact [email protected]
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About Midwinter Financial Services Pty Ltd
Midwinter Financial Services is an innovative financial advice software company based in Sydney, Australia. Founded in 2006, Midwinter was acquired in August 2019 by Bravura Solutions, a leading provider of software solutions for the wealth management, life insurance, and funds administration industries.
Midwinter’s cloud-based SaaS solutions improve efficiency, scalability, compliance and client engagement for hundreds of Australia’s leading advice practices, dealer groups, wealth management and superannuation firms.
Our solutions meet the evolving needs of the advice industry, its consumers and the professionals who provide financial advice.
To learn more, visit www.midwinter.com.au.
