The Digital Advice Frequently Asked Questions resource provides quick answers to common queries about using Digital Advice within AdviserLogic. It helps you understand how the feature works, navigate the interface, and resolve common uncertainties when building and managing strategies. This resource is especially useful when you are getting started or need clarification on specific behaviours within the tool.

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Please see a list of Frequently Asked Questions about using and navigating Digital advice.
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If your question is not visible on the below list, please let us know by filling in this form and we will use your feedback to add your question to the list.
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In the meantime, please contact Adviserlogic Support to receive assistance with your query.

Yes, you can refer to the e-learning modules designed specifically for self-paced learning In the Morningstar Academy.
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You may also want to access the following articles and Academy courses.

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Go to Tools > Adviser Profile

Under Adviser Profile (left column), use the Digital Advice toggle to enable.
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Please note that any open clients need to be closed and reopened for the digital advice button to appear in the menu bar.
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Further- For clients using Portfolio, this tool is being discontinued, as there is no longer support for it- Please enable Digital Advice.
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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.
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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.
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This is easily fixed by returning to Tools and resetting the Digital Advice Toggle to ON.
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Refresh the screen and select the client again, the Digital Advice Tab will show as intended with no data loss of previously created Scenarios.
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With Digital Advice enabled, you can find existing super and insurance under the Fact Find 2.0 tab as Existing Superfund and Existing Policies within the Financial Information section.
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For in-depth instructions:

From The Digital Advice Scenarios screen, select the gear icon in the top right-hand corner to change the default settings. The first time using Digital Advice will show Go to Settings button
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Select the gear icon and go into settings. Under General settings > Default templates > select Change. Now choose the select folder and then select the template then Save.
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After you change the default settings, you will have to create a new scenario for the latest changes to show.

From the Scenarios home page select the gear icon > General settings> Fee splits > Change. Similarly, this can be done for adviser/upfront fees.

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Yes! To create a list of Reasons and Consequences to later add to a scenario, go to Settings in the Digital Advice Scenarios screen.
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In the settings screen, there are two places to enter Justifications for scenarios:

From the Settings landing page navigate to the Super Settings option then select Change the the right of the Justifications Heading.
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A window will open showing the Recommended strategies the justifications apply to. Under each Strategy heading the justifications are divided into Reasons or Consequences. Select the justification type under the strategy the justification is to be added, and select Add.
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Having entered the justification, select the tick at the right end of the field to save, or the X to delete.
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The justification will be saved in the list, and another may be added by re-selecting Add
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The Justification may be short and succinct or more involved.
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To Edit or Delete a justification simply hover over it and select the pencil icon to edit, or the bin icon to delete.

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The pre-created Justifications will be selectable from a list at the end of the strategy they relate to and preloaded into your advice, along with Benefits and Disadvantages discovered during the comparison stage.
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From the Settings landing page Navigate to the justifications heading and select Change from the right hand side.
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A window will open showing the justifications apply to the Add/Switch Strategy. Beneath this strategy heading, the justifications are divided into Reasons or Consequences. Select the justification type under the strategy the justification is to be added, and select Add.
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Having entered the justification, select the tick at the right end of the field to save, or the X to delete.
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The justification will be saved in the list, and another may be added by re-selecting Add.
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To Edit or Delete a justification, simply hover over it and select the pencil icon to edit or the bin icon to delete.
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The pre-created Justifications will be selectable from a list at the end of the strategy they relate to and preloaded into your advice. ​​
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Select Add First Scenario if you are using Digital Advice for the first time.
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Select the blue + icon (upper left) when you want to create another scenario.
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To delete a scenario, select the three dots at the top left of the scenario card and select delete from the options displayed.

To prevent you from accidentally deleting a scenario, deleting is a two-step process. Finalise the deletion by following the confirmation prompt, by selecting the Delete button.
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To delete a strategy, hover over the strategy and select the Bin Delete icon to the right of the scenario type.
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To delete a strategy from within a scenario, go to the home button by selecting the strategy type in the top left of the scenario window and choosing the Home option.
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On the strategy selection page, deselect the strategy. You may choose a new one or leave it blank. You will be prompted to confirm the deletion.
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To update any Fact Find changes within an existing Scenario, you will have to create a new scenario or select the Circular Arrow icon at the bottom right of the scenario card, for the latest changes to be pulled through.
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Select Proceed on the confirmation prompt and the OK on the following disclaimer. The scenario will update and you will receive a green confirmation bubble at the top of the screen.
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As a general rule, information flows out of Fact Find, not into it.

This is no different for AdviserLogic. When creating a scenario, the changes made in the scenario do not reflect in the Fact Find data.
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Updates in the fact-finder data are reflected in all new scenarios in Digital Advice or by selecting the Refresh icon as above.

Exception: Update in occupation, when a user lands on the Insurance quoting screen for the first time, the user is prompted to save changes in Fact Find as well.

On the first screen, when creating a scenario, you are presented with 3 tiles to select Client, Partner or Joint advice. Select the joint tile to create a combined recommendation.

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After completing all the sections in the scenario and selecting the Finish Advice button, a green band will appear across your scenario card, which will read Scenario is Complete with an accompanying Review button.
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Conversely, exiting the scenario before completing it will show a blue band across the scenario card with the words Resume working on [Strategy Name] along with a Resume button. A green Tick will show against strategies completed within the scenario. When you resume, you will be taken to the strategy you are up to.
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A greyed-out tile on the strategy selection screen indicates missing data or an irrelevant strategy based on the client's existing Fact Find information.
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With Superannuation, you need to add a Superfund in Fact Find before proceeding to create superannuation strategies. Similarly, when adding a bank account in assets, select the term deposit checkbox to enable the term deposit strategy.
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To move to a different strategy within a scenario, hover over the strategy name in the top left of the scenario window. You will be able to see different strategies. Select the strategy you wish to jump to.

You may navigate through the steps of the strategy by selecting the tabs that run across the top of your strategy window.
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If the scenario is incomplete, select the Resume button on the scenario card to go back to the screen where you left.

Alternatively, select the strategy name on the scenario card, it will navigate directly to that section.

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Custom strategies are strategies that are not present as default in Digital Advice but may form a part of your SoA template. These text-based sections can be edited on the screen during advice creation.
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​Learn More about Strategy types and Custom templates.

Select the Save and Preview icon from within the scenario to open the editing window. Then select the pen icon on the top right corner of the editing window to enter SoA's edit mode. Navigate the content table by scrolling the left menu. Alternatively, download the SoA as a Word Document and edit it as such.
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Go to Tools > Model portfolios > Add > Enter portfolio name > Save. Hover over the Add button and select the assets to add by typing their name and selecting them from the portfolio investment list. Make sure the allocation percentage is 100% and save.
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Follow the Model Portfolio instructions for in depth steps.

Go to Tools > Custom products > Add. Enter the product details and select Save.
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For in-depth instructions, please see the Custom Products instructions.

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To select SMA managers that will be available for recommendation, go to Digital Advice Settings and choose the SMA setup option.

Select Change to modify or complete the SMA setup.
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In AdviserLogic, SMAs are shown as invested in the platform with specific costs (ICRs) and asset allocations.
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On the SMA Setup screen, search or select the SMA manager from those listed below the search field by ticking the checkbox to the right of the manager name, and select Next.

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Select a platform in which to invest your SMA. Then select Next to proceed.

The Set Investment Fees and Costs page will show the available SMAs of the SMA managers selected. Each SMA will show the platforms selected in the previous step along with a field to enter the Fees associated with the SMA.

Manually enter the ICRs in the fields to the right of the platform names and select Save.

For in-depth instructions, please see SMA Setup and Use

You cannot proceed to the next screen unless you have utilized 100% of the available funds or completed the required steps for that particular strategy.
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Creating a joint strategy will allow viewing assets and liabilities for both the client and partner while creating a strategy for only the client will show only their assets and liabilities.

A Reduce non-deductible debt strategy only shows those liabilities where a tax deduction is not available on the amount. Similarly, a deductible debt strategy shows only those liabilities where tax deduction is available.
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This can be checked within the Liabilities section in the Assets tab.

Not within Digital Advice - Each Scenario is a single Advice Document (SoA).

Occasionally, it is necessary to create two scenarios to show the outcome you want for the client. In this case, you can copy and paste content from any source into the downloaded Advice Word Document.

The SoA will open in a new window, which needs to be maximised to view the full document.
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The Risk Profile Variance reason can be entered in your client Fact Find in the Comments field. Any value here will populate in the AdviserLogic Base SoA output.
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The SoA is designed not to create page numbers as a PDF with an auto navigation menu that replaces the need for old-style page numbers.

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When you open the Word document and select Enable Editing, you will see the below prompt:
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This is the Word document requesting the ability to create the Table of Contents and add the Page Numbers. Selecting No will cause the document to have an empty Table of Contents page and may also have no page numbers. Always select the Yes option on this prompt

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You will need to connect with our implementation and consulting team to add additional custom strategies.

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When you download a document in Docx format, the Table of Contents (TOC) and page numbers are automatically generated. After you finish creating your advice template, you can update the TOC by using the standard MS Word TOC update feature. Depending on the version of Word you are using, you can select the TOC and choose to update either the table or just the page numbers.
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Please see the Template Designer Publication

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Digital Advice videos are also available in Morningstar Academy