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
Compliance
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.
Integrations
How to integrate with other third party platforms
Video Tutorials
A range of video tutorials to watch covering a number of topics within AdviceOS

Recent Articles
Release Notes- April 2024 #2
Hi, Our teams at Midwinter continuously strive to improve your Advice OS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during ...
Release Notes- April 2024 #1
Hi, At Midwinter, we are constantly working to improve your Advice OS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during this ...
Release Notes- March 2024 #2
Hi, At Midwinter, we are constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during this ...
Release Notes- March 2024 #1
Hi, At Midwinter, we are constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during this ...
Frequently Asked Questions
Cashflow & Capital How do I get more years included in the projections for an SOA? The Midwinter SOA template provides the Cashflow and Capital outputs for years 1-5, 10 and 20 as default. If you require additional years, please generate the Cashflow ...

Popular Articles
Introduction to AdviceOS
We have provided you with a short video introducing you to AdviceOS and basic information for anyone new to the software, including: How to customise your dashboard How to navigate AdviceOS How to navigate Fact Find For a more detailed introduction, ...
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.
Fee Disclosure Statement
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