The Email system in AdviserLogic is designed to simplify client communication while keeping records automatically up to date. You can send emails to individual clients or bulk audiences, apply filters, insert dynamic content, and ensure every interaction is recorded as a File Note — streamlining compliance and client engagement.

To maximise efficiency, you can also explore Smart Email Shortcuts and the Import Emails function for quick email-to: File Note, Task or Document Vault creation from external inboxes.

With the AdviserLogic Email system, you can:

To access the email system, select the Emails button from the left-hand menu panel in AdviserLogic.

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.

Select Reply To to manage your email profiles.

In the Profile dropdown, choose Add New Profile.

Enter your Display Name and Email Address.

Select Verify—a confirmation link will be sent to the email address.

Add your Email Signature by typing or pasting it into the editor. You can also insert your logo.

Once complete, save your profile. Your signature will automatically populate when the profile is used in an email.

To assign your saved email profile, select it from the Reply To drop-down from the main email window.

To add individual clients to the email, simply start typing their name into the To field and select the correct client from the dropdown list that appears.

To choose recipients, select the To button.

The Send To window allows you to assign clients to an email by selecting them manually, applying filters, or choosing from pre-saved groups. This ensures that your email is directed to the correct recipients with minimal effort.

Use the Search List field at the top left of the Send To window to quickly search for individual clients. As you type, matching clients will appear in the list below, displaying their first name, surname, and email address. Simply tick the checkbox next to each client you wish to include in the email.

To choose a previously created client group, select it from the Search Group drop-down in the top right of the Send To window to populate the list with those clients instantly.

To Filter Clients, use the available filter options located below the search fields.

You can choose from three filter types to refine your client list:

These filters can be applied individually or combined to create precisely targeted groups.

To apply a filter, simply select an option from each drop-down menu. As you make a selection, additional dependent fields will appear, allowing you to further narrow down your client list. Continue refining your criteria until no further filter options are available—ensuring you create a fully customised group based on your specific needs.

When you select a Filter Type, the system will display relevant options in the next filter field. This allows you to progressively refine your search based on the selected category or client attribute.

Once your filters have been applied, select Apply Filter. Clients who meet the selected filter criteria will appear in the client list below, ready for selection.

Once your recipients are selected, choose OK to confirm and return to the compose email screen.

You will be returned to the main Email Editor window, where the selected clients will now appear as recipients at the end of the To field. A small red bubble above the To button will show the number of clients included in the email.

Once recipients are selected you can select a previously saved Template or draft a new email.

To use a previously saved template, select the Template button from the bottom of the email main window.

Select the desired template from the Template Manager window, then choose OK to insert it into your email.

To draft a new email enter the Subject line and Attach any relevant files.

Compose your message in the Editor.

The editor provides a familiar, Word-style interface designed to help you customise and format your message professionally and efficiently.

This is the main content area where you create the body of your email. You can:

The Editor toolbar allows you to customise your email signature using various formatting tools.

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.

The editor includes standard word processing tools, allowing you to type directly into the text box, format content, and copy/paste images as needed. Enter your email content in the large white free-text area.

To insert dynamic client/adviser data, select the Insert Code (gear icon) to access dynamic fields—these will populate individual client/adviser information even when generating bulk documents.

Once you've drafted your email, ensure all formatting — such as logos, fonts, links, and spacing—appears correctly before selecting Send from the bottom left of the window.

Once ready, select the Send button.

Emails sent via the To button will automatically be saved as File Notes in each client’s record.

The top of the main Email window features several key buttons, giving you quick access to Group Management, Drafts, and Email History for tracking sent communications.

When composing an email, AdviserLogic automatically saves a draft if you navigate away from the screen or close the window before sending.

These drafts are stored securely and can be accessed anytime from the Drafts section of the Email module.

Select the Drafts button from the top right of the main Email screen.

The Drafts window is divided into two sections:

The bottom of the Email Editor window displays several additional options that support sending, saving, previewing, generating documents, and adding templates— giving you full control over how and when your email is finalised and delivered.

Sending emails through AdviserLogic is a straightforward process designed to reduce data entry and keep client records up to date.

Below are some frequently asked questions and their answers to help you better understand the email functionality. Click on the question to open the solution.