Release Notes - Oct 2022 #2

Release Notes - Oct 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 include brokerage minicodes to relevant templates

  • New minicode created for annuities to populate as part of clients total asset values

  • Resolved issue with the KRIS module and switching to clients when managing their reviews

Regards,

Midwinter Team


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