Fee splits in AdviserLogic’s Digital Advice module allow you to define how advice fees are divided between the adviser and the AFSL. Setting these defaults ensures consistency across advice documents, improves compliance, and reduces the need for manual adjustments when preparing Statements of Advice (SoAs) or Records of Advice (RoAs).

By configuring fee splits at a settings level, you ensure that both upfront and ongoing fees are automatically applied with the correct allocation during the advice process.

Split the fee in AFSL split & Practice split

From any client card, go to Digital Advice Scenarios> Settings.
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From Fee Splits, select Change to update your Licensee fee split

e.g: AFSL Split: 10%, Practice Split: 20% - This will result in the remaining 70% being shown as paid directly to the Adviser.

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​More Detailed Instructions