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 include OSA response & response date
Resolved issue within contribution optimiser to include extra savings amounts
Resolved an issue where Morningstar unit prices were not updating when using the 'refresh unit prices' feature
Regards,
Midwinter Team
Related Articles
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 ...
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 - November 2023 #2
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: Inclusion of Separately Managed Account (SMA)recommendation in MW ...