Count Financial, Midwinter form partnership

Yasmine Raso

Senior Journalist

8 June 2022

Count Financial and Midwinter Financial Services have established a partnership to make Midwinter’s financial advice software available to Count’s adviser network via its suite of technology solutions.

After a four-month trial on the licensee’s own practices, advisers affiliated with the Count network now have more flexibility when choosing their software provider and access to bespoke settings and advice templates.

Reg Gabila, Head of Licensee Systems at Count Financial, said the addition of Midwinter’s software to the menu provides advisers with a tailored advice solution.

“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.”

Steven Davison, Chief Commercial Officer at Midwinter, said he was pleased about the partnership with Count Financial.

“We are thrilled that Count has selected Midwinter to provide advice software choice for their network,” he said.

“As a trusted partner, Midwinter is committed to working with Count to support the technology needs of their business as well as the needs of Count advisers.”