Release Notes - May 2022 #1

Release Notes - May 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:

  • New widget enhancement for the dashboard allowing advisers to be notified when a client uploads documents to the digital portal

  • Digital file note enhancement to allow users to track acknowledgements/actions of clients when uploading documents via the digital portal

  • Updates to certain legislative changes for 2022/23 financial year, with more coming in future releases

  • Error arising within Product Comparison where graphs were not displaying due to certain birth dates

  • Resolved error where certain reports not generating consistently

Regards,

Midwinter Team


    • Related Articles

    • Release Notes- May 2024 #1

      Hi, 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 Resolved Needs Analysis – Update from ...

    • Release Notes- May 2024 #2

      Hi, 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 Resolved Modelling issue when capital ...

    • Release Notes - May 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: Enduring Guardianships Text Resolved issue with templates ...

    • Release Notes - May 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: Upgrade charts from Transitions module to new chart design for ...

    • 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 ...