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

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