Financial advice technology firm, Midwinter has announced its recent partnership with BUSSQ superannuation fund under which Midwinter’s AdviceoS platform will use a range of advice channels within BUSSQ.
The fund said it chose Midwinter due to its client engagement tool, such as its client portal, and due to the firm’s ability to easily integrate with third-party applications, in particular – superannuation fund registry platforms and CRMs.
The firm said that the partnership was in line with BUSSQ; launch and rebrand of its financial planning business as Skylight Financial solutions, which provided advice across all topics, within and outside of superannuation.
Midwinter’s Head of Institutional Growth, Salvador Saiz said: “Midwinter has worked closely with the BUSSQ and Skylight team to ensure that AdviceOS has met their exact requirements, particularly in the unique way that their phone-based advice interacts with the face-to-face component of their advice process.
“This native omni-channel approach gives BUSSQ an unique ability to not only monitor and supervise the advice that is going out in real-time, but also gives their advisers the tools to ensure that the advice is in the member’s best interest.”
The first Delivering Better Financial Outcomes bill passed the Senate on Thursday afternoon before sailing through the House of Representatives a few hours later as a matter of formality.
Minister Stephen Jones has made amendments to the first Delivering Better Financial Outcomes (DBFO) bill, giving superannuation trustees greater legal certainty.
The SMC has come under fire over the past week following a statement in which its CEO referred to advisers as “dodgy”.
Super funds are ramping up their financial advice offerings, with ART confirming it is already on the path to implementing a new single intra-fund advice program.
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