Release Notes- Feb 2026 # 1
Hi everyone,
Please find attached the latest release notes documenting our new enhancements and fixes.
Key updates are listed below:
AdviceOS
Enhancement
-
Fundsbase Now Shows Total Asset Allocation for Easier Validation
- Adjustments to Drag and Drop Functionality
- Added ‘Expiring’ Registration Status for Mobile Numbers to the API
Issues Resolved
-
Unable to Save Recommendations in PlanBuilder
Dynamic Fact Find
Enhancement
-
Introducing Dynamic Fact Find Reporting- Status Data Report
- Introducing Dynamic Fact Find Reporting- Aggregate Usage Report at Licensee/ Adviser Level
- Introducing Dynamic Fact Find Reporting- Usage Report at Licensee/ Advsier Level
- Date & Time Stamp Added to Dynamic Fact Find Snapshot Name
Issues Resolved
-
DFF Publish Populating Dummy Residential Address
Attachment: AOS Release Notes Feb R1
Kind Regards,
Midwinter Support Team