Release Notes - August 2022 #1 & Needs Analysis Enhancements

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


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