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Overview
The Digital Advice Template Designer in AdviserLogic allows you to create, edit, and manage your own advice document templates without relying on external support. This feature gives you greater control over the structure, content, and styling of your Statement of Advice (SoA) and Record of Advice (RoA) documents, helping you deliver consistent, compliant, and personalised client outcomes.
With Template Designer, you can tailor templates to suit your practice’s branding and advice approach while maintaining alignment with AdviserLogic’s standard templates and updates.
Template Designer
To provide advisers more freedom and control over their templates, after the successful BETA testing phase, have extended the Template Designer functionality for all users, reducing the dependency of advisers on the AdviserLogic team to get smaller pieces of work done in their templates.
There are three different access levels available:
AFSL: Allows the creation and editing of templates at the AFSL level, which can then be shared with practices under that AFSL.
Practice: Allows view-only access to any shared templates (AFSL or AdviserLogic standard), as well as creation and modification of private templates that will then be available to that practice only.
Consultants: For third party providers who work with multiple practices on their template designs.
Features of Template Designer
Template Operations: Users can create new, modify, or delete existing templates. Please note that these operations will be possible on the templates controlled by the AFSL/Practice including copies (‘child’ version) of AdviserLogic standard templates.
AFSL Template Sharing: An AFSL can share/remove a new or existing template from its respective practice’s access.
Foundation Coding: Users will have access to common field codes and a Design Library to support template automation.
AFSL or AdviserLogic Master Template Updates: Any practice with a linked ‘child’ version of an AFSL or Morningstar AdviserLogic template will be prompted to receive updates and will have the control to implement those updates with just a few clicks. This may include new product enhancement content, legislative changes, and other uplifted content.
Important Points to Consider
As part of the current release, we are limiting access to text editing and styling only. While coding will be visible inside the tool, we will not be providing detailed training on coding at this stage.
Whilst we have made every effort to ensure the Template Designer is simple to use, due to the nature of the template designer being in HTML editor format, a moderate level of technical comprehension is required. It is highly recommended you commit to completing all training before commencing.
How to Subscribe and Costs
The Template Designer is available through a paid subscription of $250 per user per month (ex GST). To request access to the tool, please contact our Customer Support Team via [email protected].
Training is available in the Morningstar Academy