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Troubleshooting AdviserLogic Issues
Sometimes AdviserLogic can behave unexpectedly, pages may not load correctly, buttons don’t respond, or login screens repeat. A common cause is outdated or corrupted files stored by your browser. Clearing your browser’s cache removes these temporary files and often resolves these basic issues quickly and safely.
Additionally, users may encounter issues with report generation, such as templates not loading or research and fee reports failing to generate.
Reports or templates, such as template outflows, do not appear or load correctly.
Research and fee reports fail to generate or download when using specific features like Super Rollover.
Browser Cache Clearing
Clear browser cache by opening a new tab in your Google Chrome, selecting the vertical ellipsis (three dots), then selecting Settings
Ensure you are using the latest version of the recommendation tool or module, as outdated versions may not support certain features or reports.
Select Privacy and Security, then select Clear Browsing data
If template outflows are missing from reports or templates, clearing your browser’s cache and history is often an effective solution.
Reopen the browser after clearing the cache and attempt to generate the report again.
Select the browsing history and the cached images boxes. We recommend not clearing the cookies and other site data to begin with, as it will log you out of all programs you are signed in to.
Regularly clearing your browser’s cache and history can prevent data conflicts and ensure smoother functionality.
