Midwinter Financial Services has recently introduced the Paraplanning Partners Program in collaboration with Scale Up Paraplanning, TNW Solutions, and Rocket Services. This initiative aims to offer advisers an integrated paraplanning solution by connecting them with skilled professionals trained in the Midwinter software. The program’s key feature is a unique paraplanning license that allows secure access to specified client records, streamlining the delivery of paraplanning and administrative services.

Stacey Cowan, Head of Advice at Midwinter, expressed enthusiasm about the partnership, emphasizing the program’s ability to help advisers focus on delivering expert advice to clients efficiently. The collaboration with leading paraplanning providers enables advice businesses to access additional resources and expertise as needed, enhancing their service offerings.

Alex Gassner, General Manager of Scale Up Paraplanning, highlighted the significance of being part of Midwinter’s Paraplanning Partners Program. He emphasized the opportunity to strengthen industry ties, improve service quality, and enhance the scalability of advice operations. By focusing on collaboration and maximizing service quality, Scale Up Paraplanning aims to set new standards of excellence in financial planning.

Esha Khosla, Director at TNW Solutions, shared her excitement about joining Midwinter’s paraplanning program. Together with Midwinter, TNW Solutions aims to challenge conventional practices in the financial planning sector and provide efficient solutions for advisers and their practices. The partnership seeks to expand their footprint in the industry and deliver cost-effective services to a wider range of customers.

Damien Winberg, Director of Rocket Services, expressed enthusiasm about working with Midwinter as a preferred support partner. He highlighted the seamless integration of Rocket Services’ expertise in paraplanning and administration with Midwinter’s software, offering financial planning practices an efficient back-office solution. This collaboration allows advisers more time to focus on delivering exceptional advice to their clients.

The Paraplanning Partners Program represents another step in Midwinter’s commitment to providing innovative solutions for the financial planning industry. By partnering with established paraplanning providers, Midwinter aims to offer advisers a comprehensive and efficient paraplanning solution that enhances their service delivery capabilities.

Overall, the collaboration between Midwinter and its paraplanning partners signifies a strategic effort to streamline paraplanning services, improve operational efficiency, and enable advisers to focus on delivering high-quality advice to their clients. As the financial planning landscape evolves, such partnerships play a crucial role in driving industry excellence and ensuring client-centric service delivery.

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