Overview
Digital advice, often referred to as robo-advice, uses algorithms and predefined logic to generate investment strategies aligned to a client’s goals, risk tolerance and financial situation. These strategies are typically built using diversified portfolios and automated processes such as rebalancing and goal tracking.
In AdviserLogic, digital advice strategies allow you to model, compare and recommend structured investment approaches efficiently. Understanding common strategy types helps you deliver consistent, scalable advice while maintaining alignment with client objectives.
⚠️Important
Support logins have read-only access to scenarios. Only Paraplanners and Advisers can create or edit scenarios.
Strategy Examples
In Strategy Examples, we have provided you with step-by-step instructions for preparing advice for a number of different strategies.
Extra information – you only need to read these sections when you are confident with the system basics or if you want more background information and detail.
This guide provides step-by-step instructions on how to successfully work with Digital Advice, preview and edit your advice documents, with a focus on entering in key information in the appropriate AdviserLogic module or Digital Advice section and template.
In Strategy Examples, you'll find step-by-step instructions for preparing advice for a number of different strategies. Click below to access examples: