Say goodbye to email admin! Practice Principals and Champions can now manage key updates instantly with our new streamlined Tickets menu - all available within the Help Centre.

DocuSign is launching soon. A new way to send documents for signature will be available in the Document Vault, right alongside Adobe. Watch for the launch post in AdviserLogic once it goes live.

Smarter, faster, safer: biometric authentication is nearly here. As part of our enhanced Multi-Factor Authentication (MFA) system, this new feature will make logging into AdviserLogic smoother and more secure than ever. Going Live 16 September!

In a couple of weeks, don't miss the highlight of our webinar schedule: our Product Update & Roadmap on 2 September - this quarterly summary will cover what's just been released and what is on the horizon.

Missed our recent Digital Fact Find webinar? No worries - the Academy recording is now available for you to watch anytime.

We’ll also share how you can contact our team, who are ready to discuss your goals and help tailor AdviserLogic to suit your practice’s needs.

We've introduced a streamlined Tickets menu that allows Practice Principals and Champions to action key practice-level updates directly through the Help Centre, rather than having to email us.

The tickets system covers predefined, action-oriented Tasks across 5 main areas:​

This new feature makes it faster and more transparent to handle important admin tasks like user changes, billing details, and data requests, with full visibility on the status of requests.

The article below is accessible for anyone using AdviserLogic, but for practice principles and champions there will be additional articles available.

On September 10, DocuSign will be rolling out as a new way to send documents to clients for signature. Keep an eye out for this exciting feature in the Document Vault, where it will appear alongside the existing Adobe option.

Once it’s live, you’ll find helpful articles and training resources right within AdviserLogic to guide you through the new feature.

Biometric authentication will be introduced on September 16 as part of our Multi‑Factor Authentication (MFA) system.

Biometric options such as Face recognition, Fingerprint and PIN work with your existing software to provide a faster, easier way to authenticate, especially on devices you use regularly.

You will be able to securely log in without needing to enter a verification code every time. Once set up, Biometric MFA replaces the manual MFA step with quick device‑specific recognition, improving both convenience and protection.

This feature is only available if your device is biometric-enabled.

In this session, we’ll share an update on the AdviserLogic product roadmap - highlighting our progress toward the long-term vision and what’s planned for delivery in the upcoming quarter.

Before our last update, we asked for your input through a short survey - what matters most to you and what you'd like us to prioritise. In this session, we’ll share the results and how your feedback has shaped our direction. And soon, we’ll be inviting you to take part in another quick survey to help guide our next set of priorities. We’re listening, and your voice continues to shape what’s next!

One of our most popular webinars this year introduced the first phase of the Digital Fact Find project - focused on onboarding new clients. In this quick session, we walk through the process from both the adviser and client perspectives.

You’ll also have an idea of what’s coming next, including the review process for existing clients and a new online client portal.

Have the right tools and technology in place to help manage your practice and clients efficiently. Taking the time to meet with our Customer Success Hub team to discuss your technology goals, is a pivotal step in maximising value and impact of the technology your practice has invested in.

Here are some ways our Customer Success Hub team help:

Our team will conduct a thorough review of your current usage and provide recommendations of features within AdviserLogic that your Practice could benefit from to help meet your technology goals and gain valuable insights into AdviserLogic’s software capabilities ensuring you are making the most of its potential.

We offer targeted training sessions tailored to you and your team, focusing on specific modules within AdviserLogic. These sessions not only provide hands on training but also share best practice guidance on how to effectively utilise modules.

To book a review with one of our Customer Success Managers to discuss your goals and see how AdviserLogic can be optimised within your practice, simply schedule a time that best suits you via our booking link or reach out via email at [email protected].

Dean Mu

Apoorva Srivastava

MD Salman Zafar