Count Financial Bolsters its Tech Menu with Midwinter Advice Software


Midwinter Financial Services Pty Ltd (Midwinter) and Count Financial today announced a partnership that enables Count Financial’s adviser network to leverage Midwinter’s leading financial advice software.

The partnership provides greater flexibility and competitive IT ownership costs for Count Financial Member firms through a choice of software provider as well as tailored settings and advice templates.

Following a four-month pilot program during which some of the licensee’s flagship practices trialled Midwinter’s software with overwhelmingly positive feedback, Count Financial selected Midwinter due to its strong client engagement tools and market-leading modelling capabilities.

As a growing licensee, Count Financial is committed to supporting innovation that will make providing high quality, compliant advice easy for its network.

Reg Gabila, Head of Licensee Systems at Count Financial, said the addition of Midwinter would provide a quality advice software solution to its advisers.

“As a licensee, we are committed to providing our advisers with access to the leading providers in the advice software space. We are delighted to be partnering with Midwinter and giving our community more options in how they deliver quality financial advice to clients.”

Steve Davison, Chief Commercial Officer at Midwinter is delighted to have Count as their newest licensee partner. “We are thrilled that Count Financial has selected Midwinter to provide advice software choice for their network. As a trusted partner, Midwinter is committed to working with Count Financial to support the technology needs of their business as well as the needs of Count Financial advisers.”

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