Unleash your potential with the Paraplanning Partners Program
At Midwinter, your success is our priority. We understand the crucial role efficient paraplanning plays in your business; that’s why we’ve created the Paraplanning Partners Program.
For Advice Businesses
This program connects Midwinter’s clients with a network of highly skilled paraplanning professionals trained in and using the Midwinter software, enabling seamless collaboration and efficient delivery of paraplanning and administrative services.
The unique paraplanning license creates a secure and streamlined way for paraplanners to access client records. This facilitates the seamless delivery of services, making the paraplanners an integral part of your internal team while maintaining the external support advantage.
This program streamlines your search for qualified, reliable paraplanning services. Instead of vetting individual paraplanners or services, turn to our trusted network of partners. Advice businesses can enjoy the flexibility of working with different paraplanning businesses within our network to best fit your varying needs.
Enhance your value proposition to prospective advice businesses by offering access to Midwinter’s trusted network of paraplanning professionals. Offering an efficient and reliable paraplanning solution from the get-go means advice businesses can get up and running quicker, and licensees can attract and onboard new advice businesses more effectively.
Ready to Transform Your Business?
Whether you are an advice business, or licensee, get in touch with your Business Development Manager directly or our friendly Sales team today to find out how the Paraplanning Partners Program can help you.
Contact us today.
The program will help streamline your operations, allowing you to provide faster and more efficient services to your clients.
Midwinters Paraplanning Partners Program offers opportunities for collaboration between advice and paraplanning businesses at a fraction of the cost of employing similar capabilities in-house.
This service can provide administrative support to assist with research, pre-meeting documentation, and implementation tasks, breaking down barriers to software utilisation.
Privacy & Security
With layers of data security and client identity protection, advisers can be sure their clients’ data is secure.
Founded in 2010, Rocket Services has been a trusted provider of comprehensive solutions for the Australian financial services industry. With a focus on creating, sourcing, and connecting expertise in The Philippines, we have built a reputation for delivering seamless support to our clients.
At Rocket Services, we understand the unique challenges faced by Financial Planning and Mortgage Broking businesses. Therefore, we have meticulously selected and trained teams of professional and expert resources to provide end to end solutions, such as: data entry; research and comparisons; Statements and Records of Advice; advice implementation; Practice workflow/process consultation; and building white label back-office teams.
With over a decade of servicing the industry, we have established ourselves as a reliable and scalable partner, integrating our skilled resources seamlessly into a business to ensure a friction-free experience.Visit the Rocket Services website to find out more.
Scale Up Paraplanning is an Australian-based back-office service provider that delivers practical, adaptable, and progressive solutions to meet your business needs. Our organisation comprises two expert teams, Scale Up Paraplanning and Scale Up Practice Solutions, dedicated to optimizing your paraplanning and admin/research functions, CRM, technology, and overall business operations.
With a focus on delivering a consistently excellent customer experience, our high-touch service, led by expert paraplanners proficient in Midwinter, ensures prompt document delivery within 5 days. We seamlessly integrate our processes with your existing business structure, accommodating the needs of independent financial advisers and larger licensees. Additionally, we offer an admin/research service to help you outsource essential tasks.
Our Scale Up Hub provides a comprehensive resource library with templates for every stage of the client journey, ensuring a seamless client experience. Furthermore, our forward-thinking eLearning Hub offers cutting-edge artificial intelligence (AI) courses to optimise efficiency and productivity in financial planning. We are committed to education and leveraging AI to increase industry efficiency, productivity, and overall success. With adaptable and scalable solutions, we empower your business to stay ahead of the curve and deliver high-quality financial advice that fosters client satisfaction and retention. Visit our website to learn more about our comprehensive solutions and how we can support your business growth.
TNW Solutions is a trusted and experienced provider of professional paraplanning services, offering comprehensive solutions to businesses in the financial industry. With a proven track record since 2013, TNW Solutions has been delivering exceptional paraplanning services, including offshore, outsourced, and freelance options.
Our team of accredited paraplanners brings a wealth of expertise and technical proficiency to every engagement. We specialize in crafting accurate and insightful documents, ensuring the highest standards of quality and compliance. Our commitment to prompt delivery and attention to detail sets us apart, giving you the confidence that your clients’ needs are being met efficiently and effectively.
Beyond our paraplanning prowess, TNW Solutions offers a suite of services designed to enhance your operational efficiency. Our experienced team, with backgrounds ranging from administration to practice management, can help streamline your processes, implement automation, and provide valuable guidance on technology choices. We aim to address common pain points, empower your business, and deliver a more consistent customer experience.Partnering with TNW Solutions means gaining access to a dedicated and reliable paraplanning resource, allowing you to focus on delivering exceptional financial advice and growing your business. Visit our website to find out more.
For Paraplanning Businesses
This program offers a unique license to the Midwinter Financial Advice software, setting you up to blend seamlessly into any practice and enhance your service delivery, all at a lower cost.
By joining, you gain the opportunity to tap into an expansive network of financial advisors, potential collaborators, and businesses in need of paraplanning services, amplifing your visibility and opening a door to new clients.
If you’re a paraplanning business interested in participating in the program and becoming part of the Midwinter paraplanning network, please contact Midwinter to register your interest by completing the form below.
Are you an outsourced Paraplanning business interested to join the Midwinter paraplanning Partners Program? Register your interest here.
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