Release Notes & Updates
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 ...
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 ...
Release Notes - Apr 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: Family Fee Rebate field in TPA & Product comparison When ...
Release Notes - Dec 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: Resolved issue within C&C for SMSF pension payment amounts being ...
Release Notes - Dec 2022 #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: SMSF SoA template now available in AdviceOS Update to ASFA ...
Release Notes - Nov 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 the FDS management section to allow advisers to ...
Release Notes - Nov 2022 #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: Enhancement to the FDS management section to allow the initial ...
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 ...
Release Notes - Oct 2022 #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: Enhancement to include brokerage costs within both TPA and ...
Release Notes - Sept 2022 #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: Drag & Drop functionality now available in Digital Portal ...
Release Notes - Sept 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: Updated Centrelink rates to reflect September 22 changes ...
Release Notes - Sept 2022 #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: Enhancement to include additional fields in the Client Search ...
Release Notes - Aug 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: Improved functionality to allow drag and drop of files into ...
Release Notes - August 2022 #1 & Needs Analysis Enhancements
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: Resolved issue with certain folders and their logic with sharing ...
Release Notes - July 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: New minicodes for templates related to fixed term agreements and ...
Release Notes - July 2022 #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: Resolved issue with FDS logic when working with KRIS reporting ...
Release Notes - June 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: Legislative changes for the 2022/23 financial year New ...
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 ...
Release Notes - June 2022 #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: UI enhancements for record headers running off the page and ...
Release Notes - May 2022 #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 widget enhancement for the dashboard allowing advisers to be ...
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