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.
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Enhancements to Midwinter default SoA template
With the upcoming release on June 30th 2022 we have made several enhancements to the default Midwinter Statement of Advice template and included a number of new recommendations to help improve your experience when creating advice documents within ...
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.
AdviceOS Template - Recommended vs Alternative scenario
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Chant west deactivation next steps
Chant west codes in the Midwinter SOA template will no longer be available after Chant west is deactivated. Users who have customised SOA templates that don’t have Omnium codes will need to copy the codes from the Midwinter SOA template by replacing ...
Introduction to Cashflow & Capital
Cashflow and Capital is a comprehensive modelling tool that Midwinter provides Users of AdviceOS who wish to capture their clients entire circumstances, including all income, expenses, assets, liabilities and insurances. It can capture information on ...