Release Notes- Jan 2026 # 1
Hi everyone,
Please find attached the latest release notes documenting our new enhancements and fixes.
Key updates are listed below:
AdviceOS
Enhancement
-
Ability to Re-order the Benefits/Disadvantages/Outcomes Within Planbuilder
- Added "Current Age" field to Reports
- Improved AdviceOS Folder File Count Display
- Introducing Drop Down Menu on Settings page
- Updated Asset- Based Admin Fee Logic for Mercer Portfolios
- Angular Update- Version 19
Dynamic Fact Find
Enhancement
-
Introducing Snapshot Functionality
- Added Fields to Enter Partner Contact Details
Attachment: AOS Release Notes Jan R1 2026
Kind Regards,
Midwinter Support Team