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

    • Related Articles

    • Release Notes - June 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: UI enhancements for record headers running off the page and ...

    • Release Notes - June 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: Legislative changes for the 2022/23 financial year New ...

    • Release Notes - June 2023 #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: Centrelink rate update July 2023 C&C modelling when adding ...

    • Release Notes - April 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: Update to legislative changes for minimum pension drawdown rates ...

    • Release Notes - Sept 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: Enhancement to include additional fields in the Client Search ...