Release Notes - Febuary 2024 #1

Release Notes - Febuary 2024 #1



At Midwinter, 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:

Enhancements

  1. Fixed issue regarding TPE and Trauma extension cover amounts not flowing through from Needs Analysis to Product Recommendation
  2. Introduced a search bar functionality within AdviceOS. 
Issues Resolved
  1. Contribution Optimiser - Update from Fact Find for joint assets.
  2. Omnium Insurance Comparator Report - Premium basis projections & Cumulative Premiums not displayed
  3. Cashflow & Capital - Defined benefit - incorrect untaxed element and rebate calculation
  4. Total premium frequency issue for Needs Analysis.
  5. Outlook integration always including signature
  6. Child cover amount in Omnium does not save in Needs Analysis > Product Recommendations.

Regards,

Midwinter Team



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