You will need to connect with our implementation and consulting team to get more custom strategies added.

​

We are constantly enhancing Digital Advice which includes making new strategies available for the AdviserLogic SoA.
​
​

Please follow these instructions to access the Digital Designer feature.

The Cost of My Advice page is designed to capture fees you charge directly to your clients and uses keywords. The Preparation Fee table requires the word 'Preparation' included in the fee name. The implementation Fee table requires the word 'Implementation'. The ongoing Fee table requires the word 'Ongoing'. Fees from products are now available to be saved in Settings as a sliding scale or singular as a dollar or percentage. These fees will be displayed in a separate table from investment products.

We carefully reviewed the latest industry trends and designed a modern, easy to use interface.
​

Some of the key features include:

The rich text editor offers complete functionality through a very intuitive interface that you will find natural to use.

Modern all the way. Our editor dumps the old and classic popups, adding in new, styled popups for an awesome user experience.

The Digital Advice editor allows you to choose if you wish to keep or clear the formatting when pasting from Microsoft Word or Excel. This means you can keep all the styling or you can simply paste the text.

Images can be inserted via drag & drop, browse or paste a URL. Drag & drop images to reposition them, click to resize, change their alignment, make them links, and replace or delete them.

Keep your data organized using tables, with both basic and advanced operations on cells, rows and columns. The table might not necessarily need the whole page width and not all columns are the same. Resize them for a neat appearance. The table edit popup offers an easy and intuitive way to edit the entire table, one or multiple cells. Use the TAB key to jump through table cells or insert a new row if TAB is pressed in the last table cell.

Modern all the way. Our editor dumps the old and classic popups, adding in new, styled popups for an awesome user experience.

Let's paraphrase Alexander Pope: “To err is human, to forgive, undo.” , so don't worry about errors there's always undo and redo. Ctrl + Z will Undo and Ctrl + Y will Redo an action

Ctrl + A Select All content
​ Ctrl + X Cut the selected item
​ Ctrl + C Copy the selected item
​ Ctrl + V Paste the selected item

Windows key + Period (.) Open emoji panel
​ Windows key + Shift + S Capture part of the screen with Snip & Sketch
​ Windows key + V Open Clipboard bin

Easily insert web links to images. Select Open in new tab to open them in new browser tabs.

Easily insert videos by URL. Our rich text editor automatically parses YouTube, Vimeo, Yahoo and Daily Motion video links. Paste the link into the page and then left mouse-click anywhere in the URL link. The Video editing toolbar will display. Select Edit Link to change the text displayed for the URL link and set it to open in a new tab.

Some key considerations when designing and changing a template include:

Basic styling, such as bold and italic, is built-in and easy to apply.

Change font size with pixel precision. No more 'small', 'medium', 'large' and nothing between them.

Give your text some personality using a different font family from your custom list of available fonts.

Give your thoughts some colour. Change the text or background colour as you wish, selecting from your colour palette.
​

Some strategy pages will appear within the Digital Advice application allowing you to directly edit the output on the screen without needing to go into edit mode first.

Each page can be accessed at any time and allows you to edit by clicking on the edit pencil icon in the top right corner. Once in edit mode, make your changes and then click on the save disk icon.

By selecting 'Preview' from a Scenario card, you can open the template and make any final edits before downloading and sharing with your clients.