Midwinter | Knowledge Base

Knowledge Base
Getting Started
Those new to the Help Centre and AdviceOS looking for guides on how to get started
Client Management
How to effectively create, update and manage clients and their information within Fact Find
Advanced Admin
This area covers off all compliance areas of AdviceOS including FDS, FTA and reporting
Modelling - Product & Strategy
How to use the modelling modules in AdviceOS including Product, Strategy (including Cashflow & Capital) and Planbuilder
Digital Portal
How to set up and manage Client Portal & digital calculators
User & Licensee Management
How to correctly configure User and Licensee Management areas of AdviceOS
Settings
Guides on how to configure AdviceOS, modify settings, create and change templates and set up external datafeeds
Advice Concepts
Other advice concepts including MultiGoal & Aged Care
Release Notes & Updates
This page includes the fortnightly release notes that capture the latest enhancements and fixes to AdviceOS as well as any additional updates to AOS
Frequently Asked Questions
Here you can view answer to the questions that are most commonly asked.
Video Library
A range of video tutorials to watch covering a number of topics within AdviceOS
Portfolio book
This area has a guide on how to create model portfolios on AdviceOS.

Recent Articles
Release Notes- March 2025 #3
Hi everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are listed below: Enhancements Export to Excel report to show ‘Present Value' New reporting template to compare Custom platform to ...
Release Notes- March 2025 #2
Hi everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are listed below: Enhancements Centrelink Updates - 20 March 2025 Midwinter SOA updates - Centrelink updates Shorten session duration ...
Release Notes- March 2025 #1
Hi all, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are listed below: Enhancement Resolution Life Added as a Supplier in Fact Find> Insurance Kind Regards, Midwinter Support Team
Release Notes- February 2025 #2
Hi all, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are listed below: Enhancement Life expectancy table updated Kind Regards, Midwinter Support Team
Release Notes- February 2025 #1
Hi all, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are listed below: Enhancement Performance enhancement for Portfolio Builder and Platform Builder dialogs. Issue Resolved Mismatch of current ...

Popular Articles
Datafeeds
This guide will provide an overview of: Registering for datafeeds Mapping Investment Link datafeeds Unmapping Investment Link datafeeds Adding datafed Accounts to the Client Fact Find Refreshing a datafed Account Registering for Datafeeds To set up ...
Practice Management Webinar Series - Parts 1 to 4
The following webinars are a four part series focusing on ongoing practice management within AdviceOS. They are aimed at reviewing areas of AdviceOS that may be a little more complex, potentially for Office Managers or Senior Admin staff who may want ...
SMSF SoA Template Guide
Midwinter has created a new SMSF SoA template where advice can be provided specifically for a SMSF entity. The attached guide provides you with further information on these changes and how you can ensure these appear within your advice documents.
Enhancements to Midwinter default RoA template
With the upcoming release on February 16th 2023, we have made enhancements to the default Midwinter RoA template to help improve your experience when creating advice documents within AdviceOS. The attached guide explains the changes we have made.
Ongoing Service Agreements and FDS Management
1. Introduction Fee Disclosure Statements (FDS’) are legislated requirements under the Corporations Act 2001 with the most recent changes to this legislation coming into effect 1 July 2021. The documents and associated processes intend to ensure ...

Knowledge Base