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Overview

The Digital Advice module in AdviserLogic provides a structured workflow for creating, managing, and refining financial advice scenarios.

Once a Digital Advice Scenario is created, it is automatically saved and displayed on the Digital Advice Scenario screen for easy access and review.

Efficient Scenario Management for High-Quality Advice

The Digital Advice Scenario screen provides a clear, structured view of all advice scenarios, enabling you to efficiently track progress, refine recommendations, and generate compliant, client-focused advice.

👉Tracking Scenario Progress

Completed Scenarios: Display a green banner with "Scenario is Complete" and a Review button.

In-Progress Scenarios: Show a blue banner with "Resume working on" and a Resume button.

Completed Strategies: Listed within the scenario with a green tick to indicate completion.

✨Scenario Details & Data Updates

Each scenario includes a timestamp indicating the last edit date and when the client fact find data was captured.

If client fact find data is modified, select the circular refresh icon at the bottom right of the scenario to update the data within the scenario.

Hovering over a scenario card displays additional details, including the Scenario Name, percentage of completion, and quick access to editing options.

📣Features & Actions

Edit Scenario Name	Update the name for better organisation.
Change SoA Template	Select a different SoA template to present recommendations in a format best suited to client needs. 📌Only available if you have Custom Templates or AFSL Templates as part of your AdviserLogic subscription.
Link Cashflow	Connect Cashflow Modelling to support and validate recommendations within the scenario.
Review/Resume	Review Completed Scenario Continue working on an in-progress scenario from where you left off.
Delete Strategy Sections	Use the rubbish bin icon to remove specific strategy sections.
Review Scenario Dates	View timestamps indicating the last edited date and when the client fact find data was captured.
Refresh fact Find Data	Update the scenario with the latest Fact Find data.
Preview	View and edit the Statement of Advice (SoA) document before finalising.
Download	Export : Advice as Docx ( word or PDF Morningstar research TMD PDS
Download All	Download all the above options as a zip file
Add Strategy	Insert additional strategies into an existing scenario for a more comprehensive advice plan.
Copy Scenario	Duplicate the scenario
Delete Scenario	Permanently delete the entire scenario (Note: This action cannot be undone).

Edit Scenario Name

At the top left of the scenario tile, you can view and edit the Scenario Name for better organisation and identification.

Hover over the Scenario Name and select the ✏️pencil icon to edit and update the name as needed.

Change Template

Under the Scenario Name, you will see the template associated with your scenario.

Hover over the tile to reveal the pencil icon, then select it to change the template associated with the scenario.

Select the Template from the drop-down options.

Link Cashflow

Next to the Template, you will see the Link Cashflow option, allowing you to integrate Cashflow Modelling to support your recommendations.

Select the Link Cashflow button to link Holistic Cashflow charts to your advice.

Select from available Cashflow Scenarios

Review/Resume

Once you create a Digital Advice Scenario, it is automatically saved and displayed on the Digital Advice Scenario screen for easy access.

Advice Scenarios where all basic Digital Advice flow entry is completed will display a green banner with Scenario is Complete and a Review button.

💡Tip

Selecting the Review button takes you to the Review screen of the scenario, where you can make any necessary adjustments.

Scenarios that are not completed, will display a blue banner with a Resume button.

💡Tip

Selecting the Resume button will take you back to the point in the scenario where you left off/Saved, allowing you to continue seamlessly.

You can view the scenario completion percentage in the top left corner of the scenario tile, providing a quick progress update.

All strategies within a scenario will be listed. Completed strategies will have a green tick next to them.

Delete Strategy

You can delete individual strategy types from your scenario by hovering over the strategy type heading and selecting the rubbish bin icon on the right side of the tile, opposite the heading.

⚠️Important

Deleting a strategy type will remove all strategies under that category.

📌Example

Removing Superannuation Strategies will delete all strategies associated with that type.

💡To remove individual strategies, go to the strategy selection screen and deselect them individually.

Review Scenario Dates

At the bottom left of the Scenario tile, you'll find a timestamp indicating the last edit date for easy tracking and version control.

You can also view the date and timestamp of when the client fact find data was captured on the bottom right of the scenario tile for reference and accuracy.

Refresh Fact Find data

If you modify client fact find data after creating a scenario, select the 🔄️circular refresh icon at the bottom right of the scenario tile to update the data.

Additional Options and Actions

Hovering the mouse over the card will display additional options and functions.

Preview

Use the Preview option to view and edit your Advice document before finalising.

The Template Editor screen will open, displaying the advice along with full editing options, allowing you to make any final adjustments before downloading the advice.

📌Note

You must select a template for the editor and document to be displayed.

Download

When selecting the Download button, the following options will be available:

Download All	Downloads all the below options into a ZIP file for easier storage and sharing.
Advice Document	Download the full Statement of Advice (SoA) generated for the scenario as: DOCX Word File -an editable Word (DOCX) format for further customisation. PDF File - non-editable PDF format for final distribution.
Morningstar Research	Download the Morningstar Research data associated with the scenario. *Available for Morningstar Adviser Research Centre subscribers
TMD Documents (Target Market Determinations)	Download relevant TMD documents for the selected products.
PDS Documents (Product Disclosure Statements)	Downloads the PDS documents for the selected financial products.

These options allow you to easily access, edit, and distribute the necessary advice and supporting documents.

Add Strategy

Allows you to add additional strategies to your scenario, expanding the advice scope as needed.

Selecting Add Strategy will navigate you to the Strategy Selection Screen, where you can add or remove strategies to adjust the scope of the advice.

📌Note

Selected strategies will appear as coloured tiles—click on them to deselect and remove them from your scenario.

Uncoloured tiles represent unselected strategies—click on them to add them to your scenario.

Copy

Selecting Copy allows you to duplicate a scenario, enabling you to:

Apply variations without affecting the original.
Test alternative strategies or recommendations for comparison.
Adjust for different client preferences or financial situations.
Create a backup version before making significant changes.
Streamline advice creation for similar or recurring scenarios.

A window will open where you can:

Enter a new scenario name	(defaults to existing scenario name + Copy).
Choose whether to preserve the original fact find data or use the current fact find data.	If changes have been made since the original scenario was created, selecting the current fact find data ensures the latest information is used.

Select Copy to duplicate the scenario with the chosen settings.