Sometimes little things can make a big difference.
At Midwinter, we are continually working with our customers on ways to make their everyday tasks easier and more efficient. Based on recent feedback from our clients, we have added some enhancements to improve their experience with AdviceOS.
For Practices and Licensees that can set-up their own segments (service packages), we have added a filter so they can easily view only Active or Inactive segments.
This has created a cleaner view and easier way for these Practices and Licensees to view and manage their segments.
The Group Management section has been polished with individual filtering for each column of data.
Groups of large individual clients can be hard to manage and maintain; this enhancement has introduced the ability to re-order groups based on any of the columns available, as well as filter through these lists.
Risk Profile have been tweaked to provide the ability to make profiles inactive and to then hide these, for a better management experience users can toggle between viewing all risk profiles or just active ones.
The Product Comparison module has been updated for users to enter and view insurance fees on a year-on-year basis, so when comparing funds, the model demonstrates a reasonable comparison.
This improves flexibility on an annual timeline and allows insurance fees to appear in the projections.
For further information on all updates, Midwinter has made a compact Message Board located under Training and Support, where you can view our release notes within AdviceOS. These updates are now live, if you have any questions or need additional support, please email [email protected] or call 1300 882 938 Monday to Friday between 8:30 – 6:00pm AEST.