The CFS Elementa integration connects AdviserLogic with Colonial First State’s FirstChoice platform using Elementa technology. This integration allows you to efficiently transfer client data, automate account setup, and reduce manual data entry.

By leveraging this integration, you can pre-populate client information into onboarding forms, open multiple accounts simultaneously, and streamline workflows using secure digital consent. This reduces administrative effort and improves overall practice efficiency.

Elemnta is now integrated with Morningstar’s AdviserLogic services, making it easier to manage your clients' financial information. By entering your API Key, API Password, and Mail ID into the Elemnta platform, your mapped clients' Fact Find details are automatically pre-filled, eliminating the need for manual data entry. This simplified process ensures your financial planning is more efficient and accurate.

This document will guide you through retrieving your API Key, API Password, and Mail ID from AdviserLogic. Once you have these details, you can enter them into Elemnta to seamlessly access your clients' information.

To Generate your API Code and password in adviserlogic please follow the Api Generation Instructions.`

To connect the integration, the following steps need to be completed within the Elemnta Interface:

Log in to your Firstnet account. Select Apply - Using Integration and agree to the terms of use.

You will be presented with the following screen, select the Continue button to proceed.

This action will take you to the next step in the integration process, where you can enter your credentials and complete the connection with Morningstar’s services.

To connect with Morningstar’s client data, choose Morningstar AdviserLogic from the available options, select Connect and you'll be guided through the rest of the integration process.

Proceed to the next step, provide your API Key, API Password, and the Email Address registered with AdviserLogic. This will enable the connection and integration of your client data from AdviserLogic.

After entering your API Key, API Password, and Mail ID, validate your credentials by selecting the Test Connection button.

This step ensures that the integration is properly configured before proceeding.

Once your credentials are successfully verified by AdviserLogic, a 'Test Connection Successful' message will show. After seeing this confirmation, select Save and proceed with the integration.

You will receive a confirmation pop-up stating that the integration has been successful. Select Continue to navigate to the Client Hub screen.

Once you successfully complete the integration, you’ll be redirected to the Client Hub page, where you’ll see a list of your clients on the pending submissions tab.

You can select a client’s name to view or update their details and application information, and to start the application process. If there is an existing integration, the client’s information will be automatically filled in.

Select Finalise Submissions to finalise an existing client’s application to CFS FirstChoice, or select the New Application button to commence a new client record transfer.

You can stop or cancel the integration at any time if needed. Once the connection between Morningstar AdviserLogic and Elementa is established, the Connect button on the FirstNet Integrations home page will change to View. This indicates that the integration is active, and you can manage or disconnect it as required.

Selecting View will take you to a confirmation screen displaying the existing integration details, with a Disconnect button. To stop the integration, select this option.

A confirmation warning will pop up, advising that disconnecting the integration will delete any ongoing applications and make any previously connected applications visible but not editable. Additionally, any unsaved data will be lost.

If you decide to proceed after reading the warning, select Disconnect to finalise the disconnection. This will complete the process and sever the integration.

The Integrations home screen will now show the Morningstar AdviserLogic integration as disconnected and available to connect.