Midwinter Financial to integrate with Class

18 September 2018
| By Nicholas Grove |
image
image
expand image

Midwinter Financial Services has announced its integration with self-managed super fund (SMSF) software provider Class, which will allow users of both Midwinter’s AdviceOS and Class to sync and replicate portfolios from Class into Midwinter’s AdviceOS and allow users to update portfolio balances in AdviceOS overnight.

The integration also allows for Class funds to be prepopulated, updated and used throughout AdviceOS like a normal portfolio, the two firms said in a statement.

Class said the integration marks another significant development in its strategy to support advisers in the efficient delivery of advice, enabling effective collaboration across advisers, accountants and their clients. 

The integration requires very little manual set-up or training, the firms said, with users able to begin utilising the joint solution immediately after it has been activated.  

“We’re delighted to further expand our open technology ecosystem to include Class – a firm which we believe to be a significant and trusted player in the SMSF technology space,” said Midwinter executive director and chief technology officer, Andrew McClelland.

“By undertaking this partnership, we are further opening up the suite of choice for advisers when it comes to picking their tech stack – which at the end of the day, should be the focus of the future within financial planning technology.”

Strategic Alliances director at Class, Glenn Poynton, said a key component of his firm’s roadmap is the delivery of further support for advisers and this integration is a great example of using best practice technology integration to help advisers drive greater business efficiencies, reduce costs and boost client service levels.

Read more about:

AUTHOR

Add new comment

The content of this field is kept private and will not be shown publicly.

Recommended for you

sub-bgsidebar subscription

Never miss the latest developments in Super Review! Anytime, Anywhere!

Grant Banner

From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...

6 months 3 weeks ago
Kevin Gorman

Super director remuneration ...

6 months 4 weeks ago
Anthony Asher

No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...

7 months ago

Submissions and nominations have opened for the inaugural Momentum Media Australian AI Awards 2024, which champions the wealth management industry for contributing to the...

1 day 21 hours ago

According to economists, interest rates are unlikely to rise again despite stronger-than-expected inflation data that has made Australia an outlier among the G10....

2 days 21 hours ago

It has announced returns of more than 16 per cent across its growth and global index options....

3 days 21 hours ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND