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
AdviceOS and Colonial First State FirstChoice Integration
AdviceOS seamlessly integrates with the FirstChoice client onboarding process. This integration means that your client data can be pre-populated into FirstChoice application forms - reducing the time to apply for a FirstChoice account by up to 80%* ...
Workflows
Workflows within AdviceOS allow you to create a sequence of pre-set tasks within a specific flow. This may include certain events, branches, and steps based on relevant outcomes within AdviceOS. For Workflows to work correctly, you will need to ...
Positions and Teams
Introduction Positions and Teams section of AdviceOS can be used to directly impact how your tasks are allocated across staff members within your organization. To locate this section, navigate to Settings > Task and Workflow Configuration > Positions ...
Release Notes- July 2024 #2
Hi everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements New minicodes for replacement product advice table to display TPD extension occupation. Update of SAPTO ...
Release Notes- July 2024 #1
Hello Everyone, Happy New Financial Year. 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 are as per below: Issue ...