Release Notes & Updates
Release Notes- December 2024 #2
Hi, This will be our last release for this year. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are listed below: Enhancements Add new recommendations in Midwinter SOA template Include ‘limited ...
Release Notes- December 2024 #1
Hi, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are listed below: Enhancements Account balance reducing in second year Include additional audio file type into approved file types Issue ...
Release Notes- November 2024 #2
Hi All, Please find attached the latest release notes documenting our fixes. Key updates are as per below: Issue Resolved FTA report does not display information on any Entities with fixed term agreements. Kind Regards, Midwinter Support Team
Release Notes- November 2024 #1
Hi, Please find attached the latest release notes documenting our fixes. Key updates are as per below: Issue Resolved Sorting bug for Client Report. Issue with Morningstar dependency on Fundsbase & TPA. Kind Regards, Midwinter Support Team
Release Notes- October 2024 #2
Hi, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements Added additional Loan Providers for liabilities Issue Resolved Drag & Drop incorrectly adding attachments to ...
Release Notes- October 2024 #1
Hi, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements Add Partner’ button in Fact Find has been moved. New button to allow users to revert occupation overrides in ...
Release Notes- September 2024 #2
Hi Everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements Centrelink rate updates for Sept 2024 Creation of new minicodes for Cashflow & Capital quick print ...
Release Notes- September 2024 #1
Hello everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements Update ASFA Retirement Standards New minicodes for Trust & Company SOA & Quick Print New Mercer Admin ...
Release Notes- August 2024 #2
Hello everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements Restrict access for attachments being deleted from a file note. Update fields within Fact Find > ...
Release Notes- August 2024 #1
Hello everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements Requiring multi factor authentication for user login Override Occupation now saves in Omnium Remove ...
Release Notes- July 2024 #3
Hello everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements New new codes have been created for the cumulative premium chart and table within the Omnium report. ...
Release Notes- July 2024 #2
Hi everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements New minicodes for replacement product advice table to display TPD extension occupation. Update of SAPTO ...
Release Notes- July 2024 #1
Hello Everyone, Happy New Financial Year. Our teams at Midwinter continuously strive to improve your Advice OS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Issue ...
Release Notes- June 2024 #2
Hi everyone! As we are halfway through the year, our teams at Midwinter continuously strive to improve your Advice OS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: ...
Release Notes- June 2024 #1
Hi, As we are halfway through the year our teams at Midwinter continuously strive to improve your Advice OS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Issue ...
Release Notes- May 2024 #2
Hi, Our teams at Midwinter continuously strive to improve your Advice OS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Issue Resolved Modelling issue when capital ...
Release Notes- May 2024 #1
Hi, Our teams at Midwinter continuously strive to improve your Advice OS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Issue Resolved Needs Analysis – Update from ...
Release Notes- April 2024 #2
Hi, Our teams at Midwinter continuously strive to improve your Advice OS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during ...
Release Notes- April 2024 #1
Hi, At Midwinter, we are constantly working to improve your Advice OS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during this ...
Release Notes- March 2024 #2
Hi, At Midwinter, we are constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during this ...
Release Notes- March 2024 #1
Hi, At Midwinter, we are constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during this ...
Release Notes - Febuary 2024 #2
Hi, At Midwinter, we are constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during this ...
Release Notes - Febuary 2024 #1
At Midwinter, we are constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during this ...
Release Notes - January 2024 #1
Happy New Year. At Midwinter, we are constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved ...
Release Notes - December 2023 #2
We are constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during this release include: ...
Release Notes - December 2023 #1
We are constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates on the enhancements and the issues that were resolved during this release include: ...
Release Notes - November 2023 #2
We 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: Inclusion of Separately Managed Account (SMA)recommendation in MW ...
Release Notes - November 2023 #1
We 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: Updated the logic of the KRIS module for 'review due soon'. Updated ...
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: Introduced the ability for client consent for future fee ...
Release Notes - October 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: Changes to Alpha Tags within AdviceOS Included HELP debt ...
Release Notes - September 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: New recommendation for "Child Care Subsidy" has been under under ...
Release Notes - September 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: The ASFA Retirement Standard living standards have been updated ...
Release Notes - August 2023 #3
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: The Bank Account number is Masked for a user Fixed an issue ...
Release Notes - August 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: Bulk action - allow bulk re-assign tasks C&C - Ability to ...
Release Notes - August 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: New Recommendation - Establish Managed Discretionary Account ...
Release Notes - July 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: C&C Age Pension override functionality The buy and sell ...
Release Notes - July 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: Update cashflow and capital dialog to reflect new transfer ...
Release Notes - June 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: Centrelink rate update July 2023 C&C modelling when adding ...
Release Notes - June 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: Invest in an insurance bond recommendation Update ASFA ...
Release Notes - May 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: Enduring Guardianships Text Resolved issue with templates ...
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