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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.
Access
Log in to your Morningstar AdviserLogic account and go 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
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.
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