Knowledge Base
Getting Started
Those new to the Help Centre and AdviceOS looking for guides on how to get startedClient Management
How to effectively create, update and manage clients and their information within Fact FindAdvanced Admin
This area covers off all compliance areas of AdviceOS including FDS, FTA and reportingModelling - Product & Strategy
How to use the modelling modules in AdviceOS including Product, Strategy (including Cashflow & Capital) and PlanbuilderDigital Portal
How to set up and manage Client Portal & digital calculatorsUser & Licensee Management
How to correctly configure User and Licensee Management areas of AdviceOSSettings
Guides on how to configure AdviceOS, modify settings, create and change templates and set up external datafeedsAdvice Concepts
Other advice concepts including MultiGoal & Aged CareRelease 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 AOSFrequently 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 AdviceOSPortfolio book
This area has a guide on how to create model portfolios on AdviceOS.
Recent Articles
Release Notes- November 2024 #1
Hi, Please find attached the latest release notes documenting our fixes. Key updates are as per below: Issue Resolved Sorting bug for Client Report. Issue with Morningstar dependency on Fundsbase & TPA. Kind Regards, Midwinter Support TeamIntro to AdviceOS Webinar
Release Notes- October 2024 #2
Hi, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements Added additional Loan Providers for liabilities Issue Resolved Drag & Drop incorrectly adding attachments to ...Task and Workflow Configuration - Task Templates
This section of AdviceOS allows you to create templates for any tasks you want your office to have available. Once a task template has been designed and saved here, it will be accessible for your staff to use for any clients as required. These tasks ...New Configuration - Custom Field Management
The Custom Field Management section of AdviceOS allows you to create customised fields within certain areas of AdviceOS that may be relevant or specific to your Practice or Dealergroup. This is generally information that you want to capture about ...
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.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 ...Superannuation
Introduction In the Super menu you can view your client's amalgamated superannuation balances into one single value to help model strategies around building wealth into retirement. You can locate the Super section by navigating to Modelling > ...