Release Notes - May 2023 #2

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 including investment options with zero dollar balance

  • Resolved issue where users were unable to edit assets within TPA when in Datafeed view

Regards,

Midwinter Team


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