Financial Planning Configurations
Segmentation
Introduction The Segmentation section of AdviceOS allows you to create Service Packages for your Practice or Licensee. This can be located by navigating to Settings > Segmentation. It is broken down into three sections, including; Overview Manage ...
Risk Profiles Settings
Start The Risk Profiles Settings section of Midwinter shows you the current risk profile and asset allocation settings, the Risk Profile questionnaire that can be provided to your clients and default assumptions for key financial indicators such as ...
Legislation Settings
Start This section of AdviceOS is comprised of legislative settings that include Centrelink rates, thresholds, tax rates for the current and previous financial years and other relevant caps. These settings are inputs that do not vary from client to ...