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


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