Tool Preferences in AdviserLogic refer to the various settings and configurations you can customise to personalise your experience within the platform. These preferences allow you to tailor how certain tools and features behave, look, and interact with their specific functions.
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Setting up tool preferences in AdviserLogic is a crucial step in tailoring the platform to meet your specific workflow needs. In this guide, we'll walk you through the process of setting up your tool preferences, helping you create a more efficient and personalised experience within the platform.​

To access Tool Preferences, navigate to Tools > Adviser Profile > Your Preferences along the left panel.
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At the top of the section, you'll find toggles that allow you to easily enable or disable three features.

In the preferences panel, you can effortlessly customise your AdviserLogic tools and modules by simply ticking the corresponding boxes.

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Only show your clients when searching in the quick search field - selecting this option omits clients of other advisers in the practice.
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Limits the results shown in the quick search field to the last 100 clients accessed.
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To activate this feature, select Quick Search: Only display my clients, then Save.
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Once selected and saved, only your client's data will show when doing a Quick Search.
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To confirm before closing any client tab, select Show confirmation before closing a client tab & then Save.

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Once selected & saved, you will need to log out of your account and then log back in. When trying to close a client record, a confirmation dialogue will prompt you to confirm closing any client tab.
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To activate this default setting, select Default to Hide Zero Assets Balances, and Save.
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Once selected & saved, the hide zero balances tick box will be automatically selected for all clients and all the assets with Zero balances in the Assets screen will be hidden by default.

To activate this setting, select Default to Hide Zero Liabilities Balances & then Save.

Once it has been selected & saved the hide zero balances tick box will be automatically selected for all clients and, all the Liabilities with Zero Balance in your Liabilities section will hide automatically.
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This feature hides Complete and Abandoned workflows from the Workflow screens.
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To apply this setting, select Default to Hide Completed and Abandoned Workflows.
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This feature hides Complete and Abandoned workflows from the Workflow screens.
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To apply this setting, select Default to Hide Completed and Abandoned Workflows.​
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Select Default to Hide Closed Super Funds and Save.
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This will prevent the system from showing closed super accounts in the Fact Find > Financial - Superannuation section, even if they are populated via Datafeed.
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This feature discards incoming asset allocation data and assigns an alternative allocation based on the Sector Allocation of the asset.
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To apply this setting, select Use Alternative Asset Allocation by Default & Save.

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Once it has been selected, you may easily download a report based on the set allocation of assets by going to a client record- Reports > Investment Reports > Asset Allocation Details.
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Select the Use AlternativeAsset Allocation option to include this in the report.
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Select Show Client Category on Client Home & Save.

The client category will show in the first tile of the Client Home screen once you have logged out, and then back into your account.
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Select File note: Import email by date sent & Save.
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You will be able to see all the emails in the corresponding client’s File Note based on the date they were sent to the client instead of the date they were synced with the client.

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Select Share Datafeeds & Save to share datafeeds connected from your account.

Once selected and saved, the rest of the practice will be able to view the list of Datafeeds in their accounts, as well as check & map account codes to clients.
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If you prefer not to receive notifications about upcoming planned events, select the Diary Default Do Not Notify setting and Save.
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Once selected and saved, you will no longer receive notifications when adding new appointments, and this setting will apply by default when creating new diary entries.
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To set the visibility of any document to Just Us, select Default to Just Us visibility in Client Document Vault & Save.

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Once selected, the Just Us visibility option will be applied by default to all newly uploaded documents. This means clients will not be able to view these documents in their Document Vault via Client Login or the Client Web Portal; they will be visible only to the Adviser.
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Select Default Full Client Search to Active Only status and Save.
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Once selected and saved, conducting a Full Client Search will only display clients with an Active status in the results unless other filters are applied.
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Select Default select Exclude from Report for Family Home Assets and Save.
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Once this setting is selected and saved, it controls the state of the Exclude from Report checkbox on any new Family Home type assets added in the Assets screen. This checkbox determines whether the asset is included in Investment Reports accessed via the Reports menu.
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Select Auto Select Adviser Group Details on Templates, and Save.
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Any details added to the Adviser Groups you are assigned to will show in the Digital Advice SoA and RoA documents created by default.
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Selecting the right settings for your practice and workflow will streamline tasks, reduce clicks, and enhance your overall experience with AdviserLogic.