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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