Digital Fact Find is making waves! Advisers are seeing strong client engagement with the new onboarding form, and momentum is building. If you haven’t explored it yet, now’s a great time to enhance your digital experience and streamline your client onboarding. And stay tuned - the next exciting phase is due to be released soon to enhance your client experience further!

Short on time? Our Cashflow Clips are the perfect way to sharpen your cashflow modelling skills in just 3-8 minutes. These quick, practical videos are designed for busy professionals who want smart insights without the time commitment.

Ready to save time and boost productivity? If you missed this week's webinar, watch it now on demand, exploring top Zapier integrations that can streamline your workflow. Learn how to easily sync diary events between ADL and Outlook, and connect your Office 365 calendars and contacts for smoother coordination.

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

Since launching just three months ago, hundreds of onboarding forms have been sent out, and the numbers keep growing. It's proving to be a game-changer for client engagement, with over 90% of opened forms being completed and returned.

If you haven’t tried it yet, now’s the time to boost your digital presence and make onboarding smoother for your next new client.

And there’s more to come - our next phase, Digital Fact Find Review, goes live in under a month! It mirrors the look and feel of the onboarding form, making reviews just as seamless. We’ll keep you updated via AdviserLogic and right here in the newsletter.

Pressed for time but keen to sharpen your cashflow modelling skills? Cashflow Clips are here to help! These bite-sized videos (just 3-8 minutes each) are perfect for busy professionals who want quick, practical insights.

Each clip dives into some of the most common strategies used in the holistic cashflow modelling tool in Adviser Logic, making complex concepts simple, actionable, and easy to apply. Whether you're brushing up on the basics or exploring new strategies, there's something valuable in every clip.

And the best part? More clips are on the way, so keep an eye out for fresh content to help you stay ahead.

Click the links below to start watching any clip that catches your eye!

If you weren’t able to join us live this week for the Zapier Integrations webinar, don’t worry - we’ve got you covered. The session is now available on-demand, so you can watch it whenever it suits your schedule.

In this hands-on session, we’ll explore some of the most popular and practical Zapier integrations that can streamline your daily tasks. Learn how to effortlessly sync diary events between ADL and Outlook, and connect your Office 365 calendars and contacts for seamless coordination.

Our Customer Success Managers are reaching out to schedule a Business Review - a great opportunity to assess your current setup, align on goals, share updates and ensure you are making the most of AdviserLogic.

Prefer to get ahead of the calendar? Book your meeting early!