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Overview
In AdviserLogic, you can upload your company logo so it appears on generated reports and on your clients’ web portals. Adding a logo helps personalise reports with your branding and gives a professional look to client-facing documents.
Logos uploaded here will automatically reflect in templates like the Statement of Advice (SoA) and Record of Advice (RoA). For users requiring additional customization, AdviserLogic also supports custom templates.
Access
Log in to your Morningstar AdviserLogic account.
Navigate to Tools > Practice Management > Company Logo in Administrative Tools.
Select Choose File to upload your JPEG or PNG image from a folder on your computer, then select Save
After saving, verify that the logo appears correctly in the application and in generated templates such as SoA and RoA.
Once this is done, the logo will appear on the top left hand corner of the application. You can also chose to update the logo with a new image.
Additionally, the updated logo will automatically reflect in templates like SoA and RoA, ensuring consistency across client-facing documents.
Similarly, you can delete/remove/change a company logo by selecting Delete.
💡Tip
To upload the company logo, access to the Administrative tool is required
Troubleshooting Missing Logos
If your logo does not appear on the SoA Letterhead or Cover Page, follow these troubleshooting steps:
Check the Practice-Level Logo
Go to
Tools → Practice Management → Company Logo.Ensure the logo is uploaded correctly using the "Choose File" option and saved.
Check the Group Adviser-Level Logo (if applicable)
Navigate to
Toolsand search for "Group Adviser".Select your Group Adviser entity.
Use the "Choose Logo" option to upload the logo and save the changes.
By ensuring the logo is uploaded at both the practice level and the group adviser level (if applicable), it will display correctly in AdviserLogic and in SoA templates.
Additional Customization Options
For users who need more than just a logo update, AdviserLogic supports creating fully customized templates. Contact AdviserLogic support for assistance with custom template creation.