AIA opts for Midwinter’s advice software

Midwinter Financial Services Pty Ltd announced that AIA Australia has selected its advice software to power AIA’s new Financial Wellbeing advice business.

AIA Financial Wellbeing will offer solutions for life and health insurance, superannuation and wealth advice. Midwinter’s advice software will support the business in areas of advice generation, efficiency and compliance.

“Midwinter has been easy to work with and their comprehensive and configurable software has helped us quickly stand-up our new advice business,” Pina Sciarrone, CEO of AIA Financial Wellbeing, said.

“We’re excited about the partnership and Midwinter’s ability to support our goal of enhancing the financial wellbeing of Australians.”

Steve Davison, Chief Commercial Officer at Midwinter, said the software was selected by AIA because it was specifically tailored to the firm’s requirements. After a testing and implementation period of four months, AIA Financial Wellbeing was operational.

“We’re proud to have been selected as the financial advice software partner for AIA Financial Wellbeing,” he said.

“This is a testament to the completeness of our advice software and vision, and our team’s ability to implement the software quickly and effectively.”