PlanBuilder
AdviceOS Template - Recommended vs Alternative scenario
We have added product replacement statement table for 'recommended vs alternative scenario (1,2,3)' in the Midwinter SOA template in the following sections: Superannuation Retirement Planning Super and Pension Account based pension Investment ...
Online Training video - Generating Advice Documents
Enhancements to Midwinter default RoA template
With the upcoming release on February 16th 2023, we have made enhancements to the default Midwinter RoA template to help improve your experience when creating advice documents within AdviceOS. The attached guide explains the changes we have made.
SMSF SoA Template Guide
Midwinter has created a new SMSF SoA template where advice can be provided specifically for a SMSF entity. The attached guide provides you with further information on these changes and how you can ensure these appear within your advice documents.
Enhancements to Midwinter default SoA template
With the upcoming release on June 30th 2022 we have made several enhancements to the default Midwinter Statement of Advice template and included a number of new recommendations to help improve your experience when creating advice documents within ...
Generating Advice within Planbuilder
This page is a webinar presented in two parts, focusing on a case study of medium complexity from beginning to end; creating a client, updating fact find, completing product and strategy modules and then generating the advice document for the client. ...