Release Notes - Oct 2022 #1

Release Notes - Oct 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 include brokerage costs within both TPA and Product Comparison modules

  • Retirement module now allows users to model concessional contributions above the 1 year cap of $25,700

  • Additional text now available within Planbuilder for recommendations of bring forward non-concessional contributions

  • Resolved issue where some users were unable to generate invoices from fact find

Regards,

Midwinter Team


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