Release Notes - Nov 2022 #1

Release Notes - Nov 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 the FDS management section to allow the initial service agreement to be generated

  • Clarity on the logic of Needs Analysis calculators for children's school years

  • Resolved an issue where certain service agreements that were cancelled still retained current periods

  • Resolved via a hotfix an issue where C&C modelling incorrectly measured a clients assets test. Any SOA with C&C projections including Age Pension generated between 27/10 - 28/10 should be reviewed as the Age Pension entitlements may be overstated.

Regards,

Midwinter Team


    • Related Articles

    • Release Notes - Nov 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: Enhancement to the FDS management section to allow advisers to ...

    • Release Notes- November 2024 #2

      Hi All, Please find attached the latest release notes documenting our fixes. Key updates are as per below: Issue Resolved FTA report does not display information on any Entities with fixed term agreements. Kind Regards, Midwinter Support Team

    • Release Notes- November 2024 #1

      Hi, Please find attached the latest release notes documenting our fixes. Key updates are as per below: Issue Resolved Sorting bug for Client Report. Issue with Morningstar dependency on Fundsbase & TPA. Kind Regards, Midwinter Support Team

    • Release Notes - November 2023 #1

      We 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: Updated the logic of the KRIS module for 'review due soon'. Updated ...

    • Release Notes - July 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: New minicodes for templates related to fixed term agreements and ...