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- June 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 - 1st July 2025 Updated the bring forward contribution options for FY 2026 ...Release Notes- June 2025 # 1
Hi everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are listed below: Enhancements Change work bonus cap for spouse in AOS > C&C modelling Quarterly Update- ASFA Retirement Standard ...Release Notes- May 2025 # 2
Hi everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are listed below: Enhancements Introducing Midwinter Trust SOA template Added ‘View Outside Editor’ button in the email record Issue ...Trust SoA Template Guide
Midwinter has created a new Trust SoA template which can be used to provide advice to a Trust entity. The attached guide provides you with instructions as to how you can access the new template and generate an advice document for a Trust.Release Notes- May 2025 #1
Hi everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are listed below: Enhancements Updated the ‘Send Email’ dialog method Fundsbase Comments Field Issue Resolved The "ALL" button under ...
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 ...