Release Notes - October 2023 #2

Release Notes - October 2023 #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:

  1. Introduced the ability for client consent for future fee disclosure statements to be based on a percentage value rather than dollar value.
  2. Update the struture of the Retirement Planning section in MW SOA template.
  3. Introduced automatic refresh of the 'Task' page when a user makes changes to specific tasks.
  4. Additional functionality within the newly introduced Document Upload within the floating action button.

Regards,

Midwinter Team


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