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Overview
Adding a new client in AdviserLogic ensures their details are accurately recorded and seamlessly integrated across all modules, enabling a streamlined financial planning process.
The client creation process is quick and straightforward, allowing you to establish a new client profile with ease.
Additional details such as personal information, financial data, assets, liabilities, superannuation, and insurance policies can be entered later in the Fact Find, ensuring a comprehensive and well-structured client record.
This ability to quickly create a client in AdviserLogic allows you to capture essential primary data for potential clients and prospects without requiring the time commitment of a full Fact Find process.
This approach enables you to:
✔ Efficiently record and track potential clients.
✔ Filter and categorise prospects for follow-ups.
✔ Gradually build out their financial profile as more information becomes available.
💡Tip
Use this feature to maintain a pipeline of potential clients, ensuring that opportunities are not missed while keeping data organised for future engagement.
Adding a New Client
To add a new client in AdviserLogic, Select the Blue Add Client Icon from the left menu panel.
Once you have selected the Add Client icon, an Add New Client window will appear.
Entering Client Information – Required Fields
When adding a new client in AdviserLogic, the following fields must be completed:
📌Note
Fields with a red *️⃣asterisk next to them are required fields and need to be completed before you can proceed to the next step.
Client Details
*First Name | Enter the client’s first name. |
*Last Name | Enter the client’s last name. |
Date of Birth | Select the client’s date of birth (DD/MM/YYYY format). |
Age | Auto-calculated based on the date of birth. |
Gender | Choose from Male, Female, or Prefer Not to Say. |
📌Note
Entering the client's gender at this stage is optional; however, it must be assigned later to enable insurance advice within AdviserLogic. Without a recorded gender, certain insurance calculations and needs analysis functions may not generate accurate results.
Adviser Details & Category
*Adviser | Select the adviser responsible for the client from the drop-down list. |
Adviser Group | Choose the relevant adviser group. |
Category | Select the client category from the available options. *Create Practice specific Client categories by following the Category Creation Instructions |
Select Add to create the client.
👉 Partner Details (Optional)
✔🔛 Toggle the Include Partner box to On if adding a client with a spouse/partner.
Date Of Birth
The Date of Birth can be manually entered or selected from the drop-down menus.
Fact Find
Once the required data is entered, selecting Add completes the initial client setup.
You will automatically navigate to Fact Find, where you can enter detailed personal and financial information, including:
✔ Contact details
✔ Financial position (Assets, Liabilities, Income, Expenses)
✔ Superannuation and Insurance policies
✔ Risk Profile and Investment Preferences
This step ensures a complete client profile, enabling accurate financial planning and advice generation within AdviserLogic.
You can enter Fact Find data as comprehensively or simply as needed, depending on the client's category and engagement level.
For potential clients or prospects, minimal details can be captured, while for active clients, a more detailed Fact Find ensures robust financial analysis and tailored advice.
📌 Note
Completing the Fact Find is crucial as it serves as the foundation for other AdviserLogic features. Many modules, including Digital Advice, Cashflow Modelling, Needs Analysis, and Compliance Tracking, pull information from this section to accurately assess and analyse your client's financial position and advice needs.
Ensuring the Fact Find is fully completed and up to date will enhance the accuracy and efficiency of your financial planning process.