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Overview
The Client Login feature in AdviserLogic allows you to collaborate more efficiently with clients by enabling them to update their own data directly in the system. This reduces administrative workload and streamlines the fact-finding process.
By providing a secure login, clients can review and update personal information, upload documents, and submit requests, making them active participants in their financial journey.
Choosing Between Client Login and Client Web Portal
Use Client Login when you want clients to update their data directly within AdviserLogic. It supports two-way interaction, which is ideal for collaborative workflows.
Use the Client Web Portal when clients only need to view their financial data without making edits. It’s designed as a read-only dashboard for convenience and accessibility.
Access
You can manage Client Logins via the AdviserLogic platform by navigating to:
Tools > Client Login > Manage Client Logins
Alternatively, you can initiate client access directly from the Client Home page by selecting the Client Access tile.
Creating a Client Login via Tools
Navigate to Tools > Client Login > Manage Client Logins to create and manage Client Login access for your clients. This method provides the most control over client permissions and allows you to configure access to additional features such as Reports, Investment Reports 2.0, and myDataLogic.l
Click Add in the top-right corner and search for the client in the search bar, then select them.
You can use the default email from the Fact Find or enter a new one. Enter a password twice. Ensure both fields are confirmed by a green tick before continuing.
📌Note
The default login entered in the Fact Find for the primary client will be used to send the client Login Invitation
Only one client will receive the invitation
You can edit the email by clicking on the email field
You can enter a password for the client to make helping them access the account easier
Passwords must be a minimum of 8 characters and must be a combination of and have at least one:
Capital Letter
Symbol
Number
Assign Client permissions
Scroll to the permissions section titles Allowed Sections to control what each client can view or interact with when they log in via Client Login.
Allowed Sections
This area defines which modules a client can access once they log in.
Each module offers three permission levels:
No Access – The client cannot view or open this section.
Read Only – The client can view information but cannot make any edits.
All Access – The client can both view and edit data (for example, updating Fact Find details).
Client Web Portal | Gives access to the newer client-facing interface with improved visuals and navigation.
*No ability to add data |
Fact Finder | Allows the client to update or add personal and financial information directly. |
Superannuation, Assets/Liabilities, Insurance | Enable clients to review or update these areas. |
Document Vault | Provides access to view or download shared documents. |
Reports | Grants access to investment and performance reports. |
Investment Report 2.0 | The enhanced reporting suite with updated visuals and calculations. |
myDataLogic | A banking datafeed that connects to Client login only. |
⚠️Important
The Client Web Portal option should always be set to No Access. This option was intended to be removed and is not recommended
Report Section
This area specifies which Reports a client can view or generate from their login.
Each report can be individually ticked. Scrolling through the reports section will allow you to enable or disable access to reports from the below list:
Income and Growth Report | Shows portfolio income, growth, and performance for the selected period. |
Asset Allocation Details | Displays a detailed breakdown of the portfolio’s holdings by asset class. |
Asset Allocation Summary | Provides a summarised view of allocation across asset classes. |
Transaction List | Lists all transactions, including buys, sells, deposits, and withdrawals. |
Valuation Report | Displays the current valuation of all investments. |
Taxation Summary | Summarises taxable income and realised gains for the selected period. |
Distribution Report | Lists income distributions received from investments. |
Unrealised Capital Gains Report | Shows current unrealised profits or losses. |
Income and Growth Report (From Inception) | Tracks performance since the portfolio’s start date. |
Projected Income Report
| Estimates future income based on current holdings. |
TTR Calculator for Client and Partner | Calculates Transition to Retirement projections. |
Short Term Portfolio Returns Report | Shows recent performance over short timeframes. |
Investment Fees and Cost | Breaks down portfolio-related fees and charges. |
Income and Growth Report (XIRR) | Provides performance using the Extended Internal Rate of Return method. |
Income and Growth Report from Inception (XIRR) | XIRR-based performance since inception. |
Short Term Portfolio Returns Report (XIRR) | Short-term return calculation using XIRR. |
Income and Growth Report (Current and Recommended) | Compares performance between current and proposed portfolios. |
Valuation Report with Unrealised P/L | Includes both valuation and unrealised profit/loss data. |
Choose the appropriate access levels, then select Save from the bottom right of the screen.
Client Login URL
The URL for client Login is https://www.adviserlogic.com/Default.aspx?corplogin / https://www.adviserlogic.com/Default.aspx
Send Client Login Invitation
Send a customised welcome email using your practice’s branding via the AdviserLogic Email module, including the Client Login URL.
📌Note
You can use a preset Email Template by following the Email Template Instructions
For added security, you may send the temporary password using AdviserLogic's SMS system.
Changing a Client Login Password
To reset a client's password, go to Tools > Client Login > Manage Client Logins.
Search for the client and tick the Change Password checkbox.
Two password fields will open. Enter the new password twice and ensure both fields show the green tick.
📌Note
The new password must include 8 or more alphanumeric characters and a symbol.
Ensure you Save from the bottom right of the screen - you may need to scroll down to see the save button, depending on your screen's zoom.
Creating a Client Login via Client Access
From the Client Home page, open the Client Access tile.
Switch the Client Login toggle to ON. Select the access levels for each module. Select Set Client Access.
You will be prompted to email the client login to their preferred email as entered in Fact Find. You may edit this by selecting the edit button next to the preloaded email address.
The client will receive an automated welcome email with a link to log in and request a temporary password.
Once logged in using their temporary password and completing the Capcha, the client will be prompted to create a new password. Both entries must match and include letters, numbers and a symbol.
📌Note
Both instances of the new password must display the green tick for approval.
It is important that client's do not use the Login with Morningstar option as this will signifigantly change how they experience Client Login.
The client will then access the Client Home page with access to the modules enabled during setup.
Client Login Experience
Clients will receive a link directing them to the AdviserLogic login page.
After entering their email (as the username), the temporary password, and confirming the captcha, they will be taken to the Fact Find page to begin updating their details. The client will be asked to enter and confirm a new password.
📌Note
When creating the new password, it must be at least 8 characters long, contain a combination of letters and numbers, and include at least one special character (for example, !, @, #, or $).
For ease of use, choose a password that is secure but easy for you to remember. Avoid making your password unnecessarily complex while ensuring it meets the required security criteria.
Your client will land on a similar interface to your AdviserLogic Client home, with tabs showing that reflect the permissions enabled during setup
Here, they can add and review information about their financial position.
Fact Find
In the Fact Find Tab, they can add or amend existing information
Changes made via the Client Login will be reflected in their Fact Find record in your adviserLogic account.
Superannuation
In the superannuation tab, they can add and view existing super, as well as download a super report.
Assets
They can add and review Assets in a modified assets screen.
Insurance
Clients can add and review their existing Insurance
Document Vault
They can Upload, Preview and Download documents from the Document vault.
Reports
Clients can access and generate the reports made available to them during the setup phase.
Investment Reports 2.0
Enabling Investment Reports 2.0 gives clients access to a suite of detailed performance and valuation reports directly from their Client Login.
These reports provide clear insights into portfolio composition, growth, and income, helping clients better understand their financial position.
The following reports are available within this option:
Valuation Report | Displays the current valuation of the client’s investments, including asset details, quantities, and market values.
|
Income and Growth Report | Provides a breakdown of the client’s portfolio performance, showing both income earned and capital growth over the selected period. |
Projected Income Report | Estimates the future income expected from the client’s portfolio based on current holdings and historical distribution patterns. |
Asset Allocation Report | Shows how the client’s portfolio is distributed across different asset classes, sectors, and investment types. |
Investment Fees & Costs Report | Outlines the fees, costs, and charges associated with the client’s portfolio, providing transparency over investment expenses. |
Unrealised Capital Gains Report | Displays the potential gains or losses on the client’s current holdings that have not yet been realised through sale or redemption. |
MyDataLogic
MyDataLogic serves as a robust tool that effortlessly bridges the gap between a client's financial institution and AdviserLogic. The tool is included at no additional cost.
AdviserLogic's myDataLogic tool easily integrates with Basiq, an open banking platform, to provide real-time access to account information, functioning in a manner similar to investment data feeds. Its specialisation lies in securely handling a range of data types, including savings accounts, term deposits, home loans, and car loans.
myDataLogic Setup
When your client logs in to Client Login, they will see myDataLogic if this has been enabled at Client Login setup or via the client access screen.
myDataLogic Client Experience
From the client login view, your clients can navigate to the myDatalogic tab to commence the myDatalogic activation.
The client selects Add your first Bank account
They will be asked to confirm the terms and conditions prior to connecting their accounts.
Next, they can choose their financial institution from the available options.
The login page for the selected company will open, requesting their online banking credentials.
A confirmation prompt will allow them to finalise the connection.
Once the client completes the setup, their financial data is channelled directly into myDataLogic and subsequently their record in AdviserLogic within 24 hours.
📌Note
The client may need to log out and back into the Client Login to see the live feed once it has been established
The client has full control over which bank accounts are visible to the adviser, and the entire data feed is at their discretion.
They have the option to disconnect the feed or hide specific bank accounts whenever they choose.
This simple process saves time and enhances security by eliminating the need to transmit sensitive client information via email or other insecure methods.
myDataLogic AdviserLogic Integration
As the adviser, this means you always have access to the most up-to-date snapshot of your client's financial position.
You will see the accounts the client has chosen to show you within the myDataLogic tab on the client's record within your AdviserLogic account.
📌Note
If the balance seems incorrect in Adviserlogics Assets or liabilities screen please check the Date Column in the myDataLogic tab. The client may need to disconnect and reconnect the feed. If this doesn't work, please ask Ava to help troubleshoot or to speak with support.
The data will also flow through to the Assets/Liabilities screens, where it can be identified as MydataLogic information by the blue dot next to it.
Selecting the three-dot menu from the right side of the screen will allow you to see the transaction history for the account.
📌Note
Hovering over the blue dot will show that it is from myDataLogic
Client Requests
Clients can submit requests or notes through the Requests tab. These will appear in the adviser’s Notifications centre.
Other users can access and review client requests through the Tools section if they have permission to view clients assigned to the adviser.
Selecting the message opens it to show any additional comments made by the client
From the open Client Request screen you can post a reply.
Adjusting Access Levels
Access permissions can be managed at the time of setup or by returning to Tools > Adviser Tools > Client Access. You can update module access to View and Edit, View Only, or Hide.
📌Note
Client Home is always visible and cannot be hidden.
Assign or update the client access levels, scroll down and select Save.
Troubleshooting
Invalid Username or Password
If a client encounters this error, ask them to double-check the email they entered. If the issue persists, they can request a password reset on the login page or contact you to reset it.
⚠️Important
If the client did not receive the temporary password through the Welcome Email, you can manually configure the Client Login via Tools > Client Login > Manage Client Logins.
When setting or updating the password, ensure the Change Password checkbox is selected before entering the new password. This overrides the temporary password generated during the initial setup..
If the login was originally created through the Client Access screen and later updated via Tools > Client Login > Manage Client Logins, failing to select Change Password before entering a new password may result in the client receiving a "Username or Password is Incorrect" error when attempting to log in.
Session Expired
This error can occur for several reasons. In many cases, it happens when a browser or computer retains information from a previous login session, particularly if you have not logged in for some time. It may also occur if a browser window was closed without properly logging out, causing the previous session to expire.
Occasionally, the issue can affect new logins due to browser settings, cached credentials, or local computer permissions conflicting with the login process. Re-entering your login credentials, clearing your browser cache and cookies, or opening the Client Login page in a private/incognito browser window will often resolve the issue.
Morningstar Login Confusion
When experiencing login issues, it can be tempting to try every available sign-in option to gain access to your account. However, it is important not to select the Sign in with Morningstar button located at the bottom of the login screen, as this option is not intended for Client Login users and may prevent you from accessing your account correctly.
The Sign in with Morningstar option is intended for advisers and should not be used to access Client Login.
Access Level Error
If a client receives the message "You do not have the desired access level to the currently selected section", it is typically caused by a temporary browser or session-related issue. Ask the client to navigate to a different tab within Client Login and then return to the original section. This will usually refresh the page and resolve the issue.
⚠️Important
AdviserLogic and Client Login cannot be accessed within the same browser session. If you are logged in to AdviserLogic and attempt to access Client Login using the same browser, you may be redirected to the Morningstar login page or encounter authentication issues.
To test or access a Client Login account, use a different browser or open an Incognito/Private Browsing window.