AdviceOS May 2015 Update With the first Opt-in statements due as of the 1st July 2015, we thought that now would be a great time to draw users’ attention to the tools that Midwinter are developing within AdviceOS to aid advisers meet their FOFA requirements. Midwinter has also applied various other enhancements to AdviceOS during May,

There have been many new enhancements added to AdviceOS during April, particularly within the Edit Client and Data feeds section of your software. Midwinter has also been busy developing the compliance area of AdviceOS this month. Our new Compliance and Notifications tab (located in Edit Client) will feature alerts that will prompt users if there

AdviceOS March 2015 Update

Thursday, 19 March 2015 by

Over the last month, several different features have been added to AdviceOS, to enhance user experience. Here at Midwinter, we are regularly taking note of the feedback that our users provide us, so we can continue to innovate our software and offer you a high level of financial planning technology support. Click HERE to access our

TOP
UA-4331455-1