Program launch follows successful pilot to create integrated paraplanning solution for advisers.
Sydney, 30 August 2023 – Midwinter Financial Services (Midwinter) has today announced it has partnered with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers.
Midwinter has launched the Paraplanning Partners Program following a successful pilot phase. This program connects Midwinter’s clients with a network of highly skilled paraplanning professionals trained in the Midwinter software, enabling seamless collaboration and efficient delivery of paraplanning and administrative services.
A key feature of the program is the unique paraplanning license, providing a secure and streamlined way for paraplanners to access specified client records through the Midwinter financial advice software. This facilitates the seamless delivery of external paraplanning and administrative services, with advice businesses able to tap into this expertise and additional resource pool when required.
Stacey Cowan, Head of Advice, Midwinter says, “Following a successful pilot, Midwinter is thrilled to be partnering with leading paraplanning providers to create a holistic offer to advisers, ensuring they can operate efficiently and effectively in delivering expert advice to their clients. With the support of our trusted paraplanners, advice businesses can confidently embrace Midwinter and focus on what matters most – their clients.”
Alex Gassner, General Manager, Scale Up Paraplanning says, “We are excited to be one of the inaugural members of Midwinter’s Paraplanning Partners Program. This represents a pivotal opportunity for Scale Up Paraplanning to enhance our partnership, deepen industry ties, and strengthen the quality of our service offering. By focusing on our strengths and collaborating to maximise the provision of quality advice, we’re able to better serve our clients and help them reach their goal of scaling advice operations. As we continue to progress on this journey, we are confident that this partnership will shape a promising and transformative future for our business, setting a new standard of excellence in the financial planning sector.”
Esha Khosla, Director, TNW Solutions says, “We are very excited to be a part of the Midwinter’s paraplanning program. Together with Midwinter, we are aspiring to challenge the status quo and add value in the financial planning space. We have a common objective to increase our footprint in the financial services industry and are looking forward to this partnership which will make way for opportunities to service more customers by providing feasible, cost-effective and efficient solutions for advisers and their practices.”
Damien Winberg, Director, Rocket Services says, “We are thrilled to be working with Midwinter as a preferred support partner. Rocket Services has long supported Midwinter’s intuitive software, which coupled with their commitment to ongoing training and customer satisfaction, has been instrumental in our success. This collaboration allows us to bring our expertise in Paraplanning and Admin to a broader audience, offering financial planning practices a seamless back office solution and Advisers more time to focus on delivering outstanding advice to their clients.”
TNW Solutions is an independent Australian-owned and operated business, providing efficient and high-quality paraplanning services nationwide. Scale Up Paraplanning is an Australian-based back-office service provider that delivers outsourced paraplanning, admin/research and practice consulting services. Rocket Services creates, sources and connects expertise offshore to deliver seamless support to clients.
The Paraplanning Partners Program marks another milestone in Midwinter’s commitment to delivering innovative solutions that support the financial planning industry. If you’re a paraplanning business and wish to be considered for future participation in the program, please contact Midwinter to register your interest here.
All Midwinter customers can now access external paraplanning support through the Midwinter Paraplanning Partners Program. For more information, please email [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.