Release Notes - December 2023 #1

Release Notes - December 2023 #1


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 include:

  1. Updated the education calculator
  2. Cashflow & Capital enhancement - Ability to expand tables within C&C Outputs
  3. Loan repayment recommendations added to Planbuilder
  4. Resolved minor UI bug in digital journey
  5. Resolved the issue of contribution history not updating correctly in the Transition module.
  6. Fixed MyNorth (Super & Pension) - Misc. fee
  7. Resolved income replacement ratio for IP policies
  8. Resolved an issue where assets that were pro-rated were not displaying correctly.
  9. Corrected inconsistent titles for asset allocations XML charts in SOA. 
.


Regards,
Midwinter Team



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