Release Notes- November 2025 # 1

Release Notes- November 2025 # 1

Hi everyone,

Please find attached the latest release notes documenting our new enhancements and fixes.

Key updates are listed below:

AdviceOS

Issue Resolved
  1. Chart Label Updated in Midwinter SOA Templates
  2. My Stats- Unable to Load Report Page
  3. Planbuilder Showing Primary Client’s Name Instead of Spouse in ‘Customise SOA’

Dynamic Fact Find

Enhancements
  1. Automatic PDF Generation and Saving to AOS
  2. Updated Fact Find Invitation Email Template
​
Issue Resolved
  1. Publish Process Handles Inactive and New Spouse in DFF
  2. Dynamic Fact Find Publish Errors Due to Expenses Resolved

Kind Regards,

Midwinter Support Team

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