Release Notes - June 2023 #1

Release Notes - June 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:

  • Invest in an insurance bond recommendation

  • Update ASFA Retirement numbers March Quarter 2023

  • Portfolio Summary Report - Alternative 1 Scenario

  • Entering super and investment policy numbers in the digital portal

  • Include SOA signed date in the SOA details report

  • New minicodes, and D and Ks for Ongoing Service agreement (OSA) template

  • Add hyperlinks in body of Midwinter SOA where references are given to the Appendix

Regards,

Midwinter Team

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