Release Notes - May 2023 #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:
Upgrade charts from Transitions module to new chart design for SOA
Minicodes required from Retirement module for QP and SOA
Portfolio Summary Report - Recommended Scenario
Update Transfer Balance Cap to $1.9m from 1 July 2023
Review Date Reporting - Filtering by Date Ranges
Regards,
Midwinter Team
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