Midwinter announces integration with myprosperity

Midwinter/myprosperity/adviceos/Ivon-Gower/

28 April 2021
| By Chris Dastoor |
image
image
expand image

Financial advice fintech Midwinter has announced an integration with myprosperity, a client portal solution for financial advisers and accountants, where AdviceOS can now pull client data from myprosperity.

Ivon Gower, Midwinter head of product, said the addition of myprosperity to Midwinter’s growing list of partnerships with leading specialist technology providers.

“We are committed to working with technology providers that enhance our offering to the financial advice industry,” Gower said.

“Our partnership with myprosperity supports this broader integration strategy designed to deliver increased value and efficiency to AdviceOS customers by integrating with the industry’s leading solutions.”

Peter McCarthy, myprosperity founder and executive director, said the integration of the firm’s client portal with Midwinter’s AdviceOS would be a “game-changer” for progressive firms looking to leverage technology to grow their revenue, increase efficiencies and create a digital presence.

“We have experienced significant growth in app downloads, digital doc signing, and in-app fact finds highlighting the demand from clients for more digital capabilities to meet their financial needs,” McCarthy said.

“Connecting myprosperity and AdviceOS is a win-win for advisers and their clients.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 month 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 3 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 2 days ago

The Federal Court has made interim orders to freeze the assets of a managed investment scheme, its responsible entity, and a director....

1 month ago

TOP PERFORMING FUNDS