Release Notes - November 2023 #2

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:

  1. Inclusion of Separately Managed Account (SMA)recommendation in MW SOA template
  2. Ability to update Contribution Worksheet with Contribution Optimizer recommendations
  3. Added HECS-HELP debt in C&C modelling.
  4. Remove 'help debt' from joint liability dropdown
  5. KRIS - Review due soon date logic
  6. KRIS - Review overdue logic
  7. Resolved the issue to map insurance in SMSF to Omnium
  8. Updated CommInsure Legacy Products to display consistently across Fact Find and Omnium




Regards,
Midwinter Team


    • Related Articles

    • 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 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 - 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 - 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 ...