Other Settings
SMS Functionality
Purpose of Email Functionality In AdviceOS Midwinter understands that no financial planning software will be able to match the capabilities of an established email system such as Outlook or Gmail. Consequently, the email functionality within AdviceOS ...
File Upload & File Types
Uploading files to AdviceOS Midwinter has recently improved AdviceOS to allow Users to upload files into their client's profile by simply dragging and dropping these into the suitable location, rather than having to locate these files from the file ...
Microsoft Editor - Spelling & Grammar Checker
Microsoft Editor - Spelling & Grammar Checker The Microsoft Editor - Spelling & Grammar Checker is a Google extension available on Chrome or Edge which checks for grammar and spelling mistakes and makes suggestions for refining your writing. This ...
Creating Model Portfolios
Model Portfolios Adviceos allows user to create model portfolios under adviser/practice/licensee level. Navigate to portfolio book / configuration / model portfolios screen. You have the option either create a brand new one or clone the selected ...
Password Reset
When users are unable to log in due to either forgotten password or incorrect password being entered, there are two approaches we suggest our users to follow. User will be locked out for 15 minutes when there are too many failed attempts. We cannot ...
Multi-factor Authentication
Overview What is multi-factor authentication? MFA stands for Multi-Factor Authentication and refers to the ability to authenticate a user based on more than just a username and password. Multi-factor authentication is a security feature that can help ...
Email Functionality
Purpose of Email Functionality In AdviceOS Midwinter understands that no financial planning software will be able to match the capabilities of an established email system such as Outlook or Gmail. Consequently, the email functionality within AdviceOS ...