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Overview

Adding Saved Research to Digital Advice

AdviserLogic has enhanced Digital Advice capabilities by allowing previously saved Superannuation research from Advice Tools to be seamlessly integrated into Rollover Strategies. This enhancement saves time, improves accuracy, and ensures consistency across your advice process.

The process is simple and involves two key stages:

Advice Tools Research	Create and save Superannuation research within Digital Advice Tools.
Digital Advice Scenario	Link the saved research to your Digital Advice Rollover scenario for easy integration.

By leveraging saved research, you can streamline advice generation, maintain consistency across recommendations, and ensure efficient, compliant advice delivery.

Advice Tools - Saving Research

Navigate to Digital Advice > Advice Tools > Super Fees/Super Research from a client record

Follow the Superannuation Research Instructions to create research and Save.

📌Note

Save the research using the save icon in the top right corner. This will allow you to add the research to future Digital Advice Scenarios.

Digital Advice Scenario

To perform a standard superannuation rollover, follow the instructions to create a Rollover Strategy

To integrate saved research into your Digital Advice Rollover Strategy, simply link previously saved research for Existing and New funds at the Complete Rollover step in the Rolling Into screen.

The Platforms with saved research in Advice Tools will show first at the top of the list, followed by the other funds in alphabetical order.

⛔Note

Currently, linking saved research is only available for Existing and New Funds within the Digital Advice Rollover Strategy.

Default Funds cannot be linked at this stage.

Link Research to a Rollover Scenario

Selecting the clip icon will allow you to attach the previously saved research in which the selected Platform is used.

When selected, it will show comparison funds researched, including the underlying investments and their proportions.

The saved research will show:

Date Last Updated

The Number of Platforms Included

Fees/Features

Once saved research has been linked to a platform, a small blue dot will show on the clip.

Selecting the arrow next to the chosen research will open a menu showing other funds included in the research.

Subsequently, selecting the arrow next to each fund will open the specific values for these funds.

To unlink the research or link it to another platform select the Remove Link button or link the research to another platform.

⚠️Note

It is not necessary to select the saved research; you can proceed through the scenario without selecting this step by selecting the tick button.

Proceed to the Investment Portfolio stage of the scenario.

The underlying investments added to the saved research automatically populate in the rebalance section saving you time and ensuring accuracy.

The balance will be allocated as per the percentage allocation of the underlying investments.

This enhanced functionality ensures consistency in fund allocation.

The proportions allocated in the Fact Find will remain intact, any pending amounts displayed in the Remaining Balance, are available for rebalance.

This allows you to fully rebalance your investments by selecting the Rebalance Icon. Alternatively, you can add new investments.

Once the funds have been allocated, Save, and proceed to the Research and Fees stages of the scenario.

Research

The saved research will show automatically.

Fees

Likewise, saved Fee Research will show.

Troubleshooting

Removing a fund from Saved Research

Removing a fund from saved research will result in an error message stating the fund has been removed.

Example

[Fund Name] has been removed from the research [Saved Research] and is no longer available for linking.

Selecting the clip will open the dialogue and reiterate the error.

Proceeding through the Strategy without removing the link will cause the underlying investments to remain the same as in the original saved research on the Investment Portfolio Stage window.