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


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