In AdviserLogic, the Approved Product List (APL) allows your practice to define a curated selection of investment products that advisers use when adding assets or recommending investments. Setting up the APL ensures consistency, compliance and accuracy in client strategies by restricting selections to approved managed funds and Australian shares.

Go to Tools> Product Setup > APL Setup.

Managed Funds and Australian Shares can be included in your APL. You can use the tabs at the top to switch between each type.

Normal Search: It works as a quick search. You can enter information about the Investment you need, and results will appear in the main window.

Advanced Search: If you click on the arrow on the right side of the Search field, you will bring up the Advanced Search interface.
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This allows you to refine your search by adding extra filters and conditions.

Select Search to get the desired results. Once you’ve entered the respective details, you will get the available results as shown below.
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From the options listed, you can select items by ticking the box next to them. After doing so, you can set the Status, Rating Houses, and Fund Type, by using the Set Status option.
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When you have selected the necessary options, select Done to store your changes.
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You can set up Rating House options via Tools> Practice Management> Categories> Rating Houses.
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Select Rating Houses. Enter a name in the Rating House Category & then Save.

Save the categories that you’ve entered.

The Fund Type option can be set up using a similar process, by selecting the Fund Types option from the Tools > Categories list.

The Export feature allows you to export a spreadsheet of information. It will include any selected entry from the current screen. Simply tick the box next to the items to include.

The selected details will be downloaded in an excel file on your system.

Using the Search and Filter by Status options, you can retrieve a list containing your current APL by using the Export feature.