Release Notes - August 2022 #1 & Needs Analysis Enhancements
We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes.
Key updates this release include:
Resolved issue with certain folders and their logic with sharing files to the portal
Resolved issue with TMDs for ETFs not being available
Minor issue where TPA information on benefits gained/lost were not appearing in templates
IMPORTANT: As part of the upcoming August Release #2 on 18th August changes to the Needs Analysis module within AdviceOS will have a flow on impact to minicodes or templates. We strongly recommend you review your custom minicodes or templates within the module to ensure the enhancement changes result in the appropriate template output.
We have included in this article the AdviceOS Template - Needs Analysis Changes user guide on how to action the updates prior to the release.
Regards,
Midwinter Team
Related Articles
Release Notes- August 2024 #2
Hello everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements Restrict access for attachments being deleted from a file note. Update fields within Fact Find > ...
Release Notes - August 2023 #3
We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: The Bank Account number is Masked for a user Fixed an issue ...
Release Notes - August 2023 #1
We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: New Recommendation - Establish Managed Discretionary Account ...
Release Notes - August 2023 #2
We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: Bulk action - allow bulk re-assign tasks C&C - Ability to ...
Release Notes- May 2024 #1
Hi, 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 Resolved Needs Analysis – Update from ...