Midwinter is pleased to announce that its financial planning software has achieved the highest overall user satisfaction in 2014 Investment Trends Planner Technology Survey.
This is the fifth time in six years that Midwinter has achieved this.
About the survey
Overall user satisfaction in planning software fell by 1% during the year.
Other planning solutions used by the advisers surveyed by Investment Trends included XPLAN, AdviserNETgain, COIN, AdviserLogic, Provisio and Salesforce.com
This year’s survey added in the client engagement tools and mobile access elements
Midwinter had highest average user satisfaction ratings in more service elements than any other planning software provider.
- Midwinter had highest average user satisfaction ratings in 23 of 27 categories (in 2014), up from 13 of 25 (in 2013).
Among planners who use only one planning software, those using Midwinter were found to be the fastest in producing a full SOA for a typical client:
- The average time taken to produce an SOA by Midwinter users was 5 hours and 41 minutes,
- Difference between fastest and slowest was 31 minutes.
Midwinter users were the quickest compared to their peers in providing simple advice to existing clients:
- The average time taken to produce simple advice by Midwinter users was 2 hours and 10 minutes.
Managing Director – Midwinter
Latest Midwinter tweets
- RT @MyPlannerLS: @Midwinterfs @Naomi_Midwinter @julian_plummer @Helen__Thom @JamesMurphymfs Let the snow dances begin! Time ago 4 Days via Twitter Web Client
- Happy #wintersolstice aka MIDWINTER from our team! This marks the day with the shortest period of daylight & the lo… t.co/MhIbhuHSWT Time ago 4 Days via Twitter Web Client
- RT @Naomi_Midwinter: The @planner_tweets Licensee Summit was awesome! Great to have @julian_plummer leading the discussion on #FinTech with… Time ago 9 Days via Twitter Web Client
- RT @myprosperity: 3 weeks. 12 locations. 1100+ attendees. #myroadshow was awesome. Thanks to everyone who came to our #gamechanging event.… Time ago 9 Days via Twitter Web Client
- Taking the #tech bull by the horns - our brand manager @Naomi_Midwinter on her take outs from #AISummitAU in… t.co/ZTu6cJzJkB Time ago 12 Days via Twitter Web Client
- RT @philjthommo: Thanks for the presents Aunty @Naomi_Midwinter and uncle @julian_plummer. #AISummitAU @Midwinterfs t.co/WnyeeCcgYX Time ago 17 Days via Twitter for iPhone
- RT @finrisktroy: @Naomi_Midwinter @julian_plummer Surprisingly few people "get it" great to hear @julian_plummer 4 the first time , he "get… Time ago 17 Days via Twitter for iPhone
- RT @netwealthInvest: We asked @Naomi_Midwinter from @Midwinterfs what #advicetech she is most excited for. #AISummitAU t.co/pB2f0nr… Time ago 17 Days via Twitter for iPhone
- RT @Jaseman007: #AISummitAU Listening to the panel and interesting to hear Julian talking about the UK open banking system in play. Time ago 17 Days via Twitter for iPhone
- RT @Naomi_Midwinter: A team of #FinTech rockstars on stage in Melbourne currently - @AleksVicko leads a juicy thought leadership #innovatio… Time ago 17 Days via Twitter for iPhone
- RT @supernerd30000: @julian_plummer @Midwinterfs @Bitcoin Maybe @julian_plummer was right? t.co/hC34JFErE4 Time ago 17 Days via Twitter for iPhone
- RT @supernerd30000: @julian_plummer of @Midwinterfs telling us to short @Bitcoin!!!! Can we really crack the code? Time ago 17 Days via Twitter for iPhone
- Our MD @julian_plummer explains his journey to heading up an Aussie leading #fintech firm during the thought leader… t.co/kc24ZLq4R8 Time ago 17 Days via Twitter for iPhone
- 'Pick a #system or #technology provider who shares your values.' @peitamd nails it during her presentation at… t.co/TaOy3RFlbT Time ago 18 Days via Twitter for iPhone
- The tech that is going to change the world in the next ten years isn't even on the financial advice radar yet - @mattheine #AISummitAU Time ago 18 Days via Twitter for iPhone
- RT @Naomi_Midwinter: I've brought a little friend along to #AISummitAU Melbourne today! t.co/CaBFfuj4am Time ago 18 Days via Twitter for iPhone
- We're ready to go at #AISummitAU in Melbourne and we've brought Mr Minty the Midwinter snowman along to share in th… t.co/8pQNkGb0ZJ Time ago 18 Days via Twitter for iPhone
- RT @Naomi_Midwinter: It was a delight to attend the @planner_tweets annual Licensee Summit where @julian_plummer headed up the #FinTech pan… Time ago 18 Days via Twitter Web Client
- Our MD @julian_plummer chairing the #FinTech panel at the annual @planner_tweets Licensee Summit in the Blue Mounta… t.co/d6FJw7kvqb Time ago 18 Days via Twitter for iPhone
- RT @JennyPearse1: So much choice @Naomi_Midwinter I've been #snowflaked favorite colors & such a good way to start the week @Midwinterfs @_… Time ago 20 Days via Twitter for iPhone
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