To send emails from AdviserLogic, you’ll first need to set up an Email Profile. This profile determines the "Reply To" email address and includes your email signature, ensuring that all client-facing communication is consistent, professional, and correctly attributed to the sender.

Your Email Profile is used each time you send an email from within AdviserLogic and can be customised to reflect your personal or business branding—much like traditional email platforms such as Outlook or Gmail.

You can create and save multiple profiles to suit different roles, practices, or communication styles—such as one for general enquiries, another for formal advice, or different profiles for multiple advisers within the same business. This allows for flexibility and personalisation across your client communications.

Once saved, each profile can be selected as needed or set as a default, streamlining the process and ensuring consistency every time you send an email.

To add an email profile, navigate to the Email section from the left-hand menu panel. Select Reply To to manage your email profiles.

On the Reply To window, you’ll see a profile field showing any existing profiles saved to your account. Select any of these to edit or modify the profile .

To create a new profile, select Add New Profile from the Profile drop-down menu.

Fill in the following fields:

Display Name: Enter your name as you’d like it to appear in outgoing emails.

Email Address: Enter the email address where client replies should be sent.

Select Verify from the bottom right of the window to confirm your email address.

A verification email will be sent to the address you provided—follow the instructions in that email to complete the process.

You will be redirected to your AdviserLogic account, where the profile will now be available for selection from the Reply To dropdown.

To add a signature to your profile select the Reply To button again.

Select the new profile from the Profile dropdown in the Reply To window.

Use the word processor in the bottom of the window to create a an email signature.

In the Signature box, paste your desired email signature. You can copy this from Outlook, Gmail, or any other email client.

Alternatively, you can build your own signature using the available formatting tools to create a custom, branded layout.

The toolbar allows you to customise your email signature using various formatting tools. Here's a breakdown of each option from left to right:

The toolbar provides rich text editing features to help customise your email signature or content.

Some tools like Tables and Images also offer additional formatting options once applied, allowing for more precise control over the appearance of your content. To access the additional options simply click on the table or image you wish to modify further.

Ensure that all formatting—such as logos, fonts, links, and spacing—appears correctly before selecting Save from the bottom right of the window.

Once saved, your profile will be available from the Email > Profiles drop-down menu. Selecting it will automatically populate the email body with your saved signature.

To streamline future use, you can mark the profile as default, so it’s applied automatically each time you send an email—no need to select it manually.