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Where did my Digital Advice tab go?
Occasionally, an adviser will either purposely or accidentally turn the Digital Advice Toggle to the Off position. This action causes the digital advice feature to disengage and revert to the legacy SuperLogic module.
If this has occurred, then the client interface will look slightly different. Instead of the Digital Advice tab, the screen will show a Superannuation tab instead.
This is easily fixed by returning to Tools and resetting the Digital Advice Toggle to ON.
Refresh the screen and select the client again, the Digital Advice Tab will show as intended with no data loss of previously created Scenarios.
📌Note
While we understand some legacy users prefer to use the legacy option, it is important that advisers use Digital advice, as this will be the standard format moving forward as there is no longer support for legacy features like superlogic and portfolios.
⚠️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.