Release Notes & Updates
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 ...
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 ...
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