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Overview
The Copy Underlying Investments feature in AdviserLogic Digital Advice allows you to quickly replicate an existing set of investment allocations into a new or current scenario. This helps maintain consistency across strategies, reduces manual data entry, and improves efficiency when preparing advice.
This functionality is particularly useful when working with similar client scenarios or when reusing an established portfolio structure. It ensures that asset allocations, product selections, and investment breakdowns can be reused accurately without needing to rebuild them from scratch. This aligns with AdviserLogic’s goal of streamlining advice workflows and reducing administrative effort.
⚠️Important
Support logins have read-only access to scenarios and cannot create or edit them. In addition, Support logins do not have access to Advice Tools. Only users with the Paraplanner or Adviser role can access Advice Tools and create or edit Digital Advice scenarios.
The feature is available within both Digital Advice Scenarios and Advice Tools.
Digital Advice Scenario Instructions
To copy the underlying investments in a Digital Advice Scenario. Complete the instructions up to the Fee Comparison stage in scenarios with research sections, as below.
Change the Fee Comparison screen from the default to Compare all Superfunds Individually in Super Scenarios, by selecting this option from the dropdown menu.
For Investment scenarios, proceed from the following instructions.
Add funds for comparison by following the Add New prompts.
When adding the new platform, you will be prompted to add underlying investments either individually or from the SMA/Model Portfolios dropdown.
You can now add existing underlying investments and investments added on the Investment Portfolio screen by selecting the options under the Existing/Alternate Platform Portfolio heading.
From the Add Model Portfolio/SMA menu, you can modify the underlying investments under the Portfolio/SMA field, and amount from the Amount field, otherwise select the Add button from the bottom left of the pop-up menu to move to the next screen.
Additionally, the Add Underlying Investments screen, allows you to edit the percentages of the underlying Investments.
Selecting Add will add the underlying investment to the Fee Comparison screen of your scenario, with the values you have entered above. Select Edit to make any changes.
Advice Tools Research Instructions
To access the feature, please go to Digital Advice > Advice Tools > Select Super Fees or Platform Fees.
📌Note
The functionality is currently available in Super Fees and Platform Fees.
As standard, you will be able to view the comparison screen populated with data entered in Fact Find.
Follow the Super Fee or Platform Fee Comparison Instructions to complete comparison research.
To access the Copy Underlying iInvestments feature, add the platform to compare from the drop-down in the empty column.
Navigate to the Model Portfolio option within the fund, you will now see the Existing/Alternate Investments to choose from. Select this option to populate the comparison fund with the existing underlying investments.
Once an option is selected, the portfolio will show. Within the add Portfolio/SMA window, you can update your portfolio selection. Select Add to confirm the portfolio.
You will return to the Add Underlying Investments window, here you may edit the Recommended Amount and % columns. Select Add once the values are correct.
The underlying investments will be added to the new platform. Repeat these steps for all subsequent comparisons.
