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Overview

AdviserLogic offers a wide range of features and tools to help you manage your financial planning business. One of the most powerful tools at your disposal is the ability to create custom widgets. These widgets provide a pathway to streamline processes, personalize experiences, and elevate productivity to new heights.

What are Custom Widgets?

Custom widgets are small, self-contained applications that can be added to your Adviser Home screen dashboard. They are designed to enhance your experience and provide tailored solutions that reflect your unique needs. These widgets can be used to enhance client interactions, optimize internal workflows, and more.

How to Create Custom Widgets

Navigate to your AdviserLogic Adviser Home > Customise Adviser Home - Top right of the window.

A pop-up window will open, where you can customise how your Adviser home page appears by selecting the widgets you wish to show.

You can also create new custom widgets using the Add button located in the bottom left corner.

A new window will open displaying various options and filters to create your custom widget.

Item

Choosing the widget type determines the available dependent fields, you can choose from.

Client Search Groups
Appointment label
Tasks
Tasks Pools

Item

Defines the type of widget each option determines the type of item the widget governs. Selecting these options from the drop-down menu will dictate how the widget is constructed by determining the available dependent fields.

Client Search Groups

Choosing widget preferences for Clients will enable preset filters that manage client interactions.

Item	Client Search Groups
Select Filter Group	Defines the name of the widget which will show in the widget list
Search List	A search bar enables you to look for clients within the selected item, ensuring the chosen filters apply to them.
Filter Clients	Use the Filters to categorise client groups based on General, Financial, or a combination of both.

Select Filter Group

The Select Filter group field should be assigned after you have applied the filters to the client list. This will be the final step in the process of creating the widget. Once you have created a few client widget groups, these will be available for selection.

The customised group name is used to label the widget that will appear in the widget list. This name should be assigned during the final step, following the filtering of the client list. You will be prompted to save it as a new group or update an existing one.

Filter Clients

Clients can be filtered using:

General Filters	Filters clients based on non-financial details within the Fact Find
Financial Filters	Filters Clients based on Financial details within the Financial section of the Fact Find
Custom Filters	Filters Clients based on details within the Custom Fact Find section The custom filter will feature drop-down menus populated with options based on the custom fields found in the Custom Fact Finder.

General Filters

General Filters include all non-financial parameters sourced from the Fact Find. Each selection is dynamically refined by its associated dependent fields, ensuring precision and relevance.

The dropdown menu also offers additional filtering options, allowing for greater customisation and specificity in your search criteria

General Filters and Dependencies

Quick Filters	Is Subscribed to the newsletter Is Between55 and 65 Is Due for review Next Month Is having a Birthday Next Month Is an Active client Is an Inactive client Has photo saved is a primary client Has No Email is Business Client Is Not Business Client Includes 'Do Not Contact' Has partner
Adviser	Is	Picklist of Registered Advisers
Age	Is Less Than Greater Than Between Not Between	Enter numeric value
Age next Birthday	Is Less Than Greater Than Between Not Between	Enter numeric value
Category	Is	Pick list of client categories assigned in Fact Find . Internal Client categories are created in Tools > Practice Management > Categories > Client
Client Service Manager	Is	Picklist of client service managers as assigned in Fact Find Internal
Date of Birth	Between Before After In the month of In the year of Last ( Days) Next(Days)	Enter numeric value
Dependants	Exist Do not Exist Are Younger than Are between the ages of	Enter numeric value
Gender	Is	Male Female
Occupation	Is Is Not	Picklist from Fact Find > Personal > Occupation
Referrer	Is Is Not Contains the text	Picklist of existing referrers Enter Value Referrers as entered in Tools > Administrative Tools* > Practice Management > Custom Referral Sources
Surname	Is Containing the word Not Containing the word	Enter value

Contact Details	Has a home phone Has a mobile number Has addresses listed of the Type Has a residency status of Has a work phone Has a work email *Has a home email	Stored/Not Stored in AdviserLogic Address Type: Home Other Mailing Work Residency status Australian Resident Non-Australian Resident
Postcode	Between Is Not Between	Enter value
State	Is	NSW QLD VIC SA WA TAS NT

Last Review	Was Before Was after Was Between Last (in Days) Next (in Days)	Choose a date from the pop-up Calendar
Next Review	Is Between Before After In the month of In the year of Last ( Days) Next(Days)	Enter values or pick from the calendar options
Review Frequency	Is	Yearly Quarterly Monthly Fortnightly Weekly Half Yearly Single

Guardianship	Is Before After Between	Prepared/not prepared Choose date from pop-up Calendar
Power of Attorney	Is Before After Between Has the type of Last (in days) Next (in days)	Enter values or pick from the calendar options
Will	Is Before After Between Is in the location of Has a Testamentary Trust	Enter values or pick from the calendar options
Basic Info Notes	Contains the text	Enter value
Centrelink number	Is	Stored in AdviserLogic Not stored in AdviserLogic
Consultants	Are	Enter value
Drivers Licence Number	Is	Stored in AdviserLogic Not stored in AdviserLogic
Firstname	Is Containing the word	Enter value
FSG Version	Is	Picklist from exiting FSG versions
Health	Is Health Insurance is Have a smoker status of	Is Excellent Good Fair Poor Hospital Extras only Hospital & Extras None Smoker Non-smoker
Marital Status	Is	Married Single Widowed Divorced Separated Defacto Engaged Partner
Risk Profile	Is	Select from previously created risk profiles in Practice Management > Risk Profile setup
Wedding Date	Was (years ago) Was before Was between Was in the month of Last (in Days) Next (in Days)	Enter values or pick from the calendar options
Prefered Contact Method	Is	Phone Email Mail

📌Note

The Date Filters have a dynamic setting embedded which automatically retrieves results in the widget based on the date parameters set.

For instance, when you've configured the date filter in the widget for a one-month period, it will progressively add new results as each day passes.

💡Tip

If you can't find your client within the applied filters check the Fact Find section relevant to the filters applied.

Financial Filters

Financial Filters cover all financial parameters derived from the Fact Find - Financial and Assets/Liabilities modules. Each selection is dynamically refined by its corresponding dependent fields to ensure accuracy and relevance.

The dropdown menu also includes additional filtering options, enabling enhanced customisation and specificity in your search criteria.

Financial Filters Fields and Dependencies

Assets	Have a description of Are of the type have a value greater than Have a value between Have the ASX code Are of the platform	Enter value
Expenses	Greater than Less than Between Include the type	Enter value
Income	Greater than Less than Between	Enter value
Liabilities	Have a value greater than Have a value less than Have a value between Are of the type *Are from the lender	Enter value *Select from available lenders' list
Net Worth	Greater than Less than Between	Enter value
Superannuation Funds	Are of the type Are of the platform Are in the phase of Have a value less than Have a value between have an estate option Are making contributions of the type	Enter values or select from picklist where relevant

Insurance Policies	Have the insurer Have a total annual premium less than Have a total annual premium between have an issue date before Have an issue date after Have an issue date between Have an issue date in the month of Have a next review date before Have a next review date after Have a next review date between Have a next review date in the month of Have a smoker status of have child policies Have a premium frequency of Have a premium due Has insurance policies	Enter values or choose from picklists and pop-up calendars next to relevant filters
Life Insurance Sum Insured	*Is Greater than Less than Between	*Is In Force Not in Force Held within Super Held outside Super Enter value
TPD Insurance Sum Insured	*Is Greater than Less than Between	*Is In Force Not in Force Held within Super Held outside Super Enter value
Trauma Insurance Sum Insured	*Is Greater than Less than Between	*Is In Force Not in Force Held within Super Held outside Super Enter value
IP Insurance Sum Insured	*Is Greater than Less than Between	*Is In Force Not in Force Held within Super Held outside Super Enter value
BE Insurance Sum Insured	*Is Greater than Less than Between	*Is In Force Not in Force Held within Super Held outside Super Enter value
FOFA	Service Level Application date Opt-in Renewal Date Termination date	Choose from picklists and pop-up calendars next to relevant filters

💡Tip

If you can't find your client within the applied filters check the Fact Find section relevant to the filters applied.

On the right side of the window, you'll find a set of checkboxes. Use these checkboxes to select the filters you want to display in the widget, creating a customised view to suit your needs. To remove a filter, select the red x next to the checkbox.

Select the Create Widget button from the bottom right of the window to create your widget.

You will be prompted to enter a Name for the new Group, enter the Group Name and select OK.

A confirmation prompt will show, and the group name will now be available within the Select Filter Group field.

The widget will now show in the list that opens when you select Customise Adviser Home.

Select the tickbox next to the widget

Here, you can edit the widget and update its name. The updated name will be displayed in the list of available widgets and on the widget itself.

Appointment Label

Selecting the Appointment Label will change the parameters the widget uses to populate The widget. The appointment widget connects to your diary. Enter a name for the widget and select Save.

You will navigate to the widget selection screen. Tick the box in front of your widget's name to enable this on your Adviser Home Screen.

The widget will now show your upcoming appointments on your Adviser Home screen showing data from your Diary.

Tasks

Similarly, when choosing the Tasks option the available parameters will change to Task-based Widget options.

Item	Task
Task Category	Choose a task category from: Tasks assigned to me Tasks assigned by me
Task Type	Choose a Task Type- These are created in Tools > Practice Management > Categories > Tasks
Report Name	Enter a name for the widget

These Filters are customisable by following the Categories instructions for tasks.

📌Note

The Date Filter has a dynamic setting embedded which will automatically retrieve results in the widget based on the date parameters set.

For instance, when you've configured the date filter in the widget for a one-month period, it will progressively add new results as each day passes.

Tasks Pools

Task Pools are categories designed to assign tasks to a group or team. These pools can also serve as the Assignee for tasks, streamlining task allocation and management.

Members of the pool can use the Tasks Pool Widget to stay updated on tasks as they become available. They can also assign tasks to themselves directly through the widget, ensuring efficient task management.

To create the Tasks Pool Widget, select this Item from the dropdown menu. Choose the previously created pool from the Tasks Pool dropdown, then select Save to finalise and create the widget.

Task Pools Categories are created in Tools > Practice Management > Categories > Task Pools

Close the window, the widget will now appear in the list that opens when you select Customise Adviser Home. Tick the checkbox next to the widget to add it to your Adviser Home dashboard, then select Save.

Here, you can edit the widget and update its name. The updated name will be displayed in the list of available widgets and on the widget itself.

Your widget will now show on your Adviser Home screen.

Click on a task to navigate to it and assign it to yourself, or select the green ticks along the right side of the widget to mark the task as complete.