Release Notes- November 2025 # 2

Release Notes- November 2025 # 2

Hi everyone,

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

Key updates are listed below:

AdviceOS

Enhancements
  1. Morningstar Transition from Licensed Data Feed (LDF 2.5) to Global Solution
  2. Request New Fields into Client Report
  3. Restricting Age of Voluntary Contributions (CC & NCC) 
​
Issue Resolved
  1. Unable to Download Document
  2. Generate API Key Function Unintended Deletion Fix
  3. Fixed- Negative Concessional Contribution Amounts

Dynamic Fact Find

Enhancements
  1. Added Rental Income as Joint Income

Kind Regards,

Midwinter Support Team

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