Release Notes - July 2023 #1

Release Notes - July 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:

  • Update cashflow and capital dialog to reflect new transfer balance rules

  • C&C Cash Reserve - manual value input

  • Invest in a term annuity recommendation

  • Any Home Loan name flows as "HomeLoan" in cashflow and capital

  • Making adjustments to pension payments

  • Allow for users to set frequency of review dates in compliance

  • Minicodes for year to date CC and NCC for Contribution Worksheet QP

  • Minicodes for best contact time; year to date CC and NCC contributions for Fact find

  • Minicodes required to work through FTA template

  • Map a supplier within Omnium to a insurance policy in Fact Find

Regards,

Midwinter Team

    • Related Articles

    • Release Notes- July 2024 #1

      Hello Everyone, Happy New Financial Year. 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 ...

    • Release Notes - July 2022 #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: Resolved issue with FDS logic when working with KRIS reporting ...

    • Release Notes- July 2024 #2

      Hi everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements New minicodes for replacement product advice table to display TPD extension occupation. Update of SAPTO ...

    • Release Notes- July 2024 #3

      Hello everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements New new codes have been created for the cumulative premium chart and table within the Omnium report. ...

    • Release Notes - July 2022 #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: New minicodes for templates related to fixed term agreements and ...