We’re evolving the AFSL Dashboard experience.

As AdviserLogic continues to grow, so does the need for dashboards that are accurate, flexible, and ready to support the next phase of advice and regulatory reporting. To enable that, we’re retiring the current dashboard views on February, 6 2026, and building a new AFSL Dashboard from the ground up.

This change creates a clean runway for what comes next.

The existing AFSL Dashboard views will be retired on February 6 2026.

You’ll still log in as normal, using the same access and entitlements. The main difference is what you see first.

Instead of landing on an overview dashboard.

You’ll land on the Company List, which becomes the default entry point.

To support the transition to the next-generation dashboard, navigation will be simplified.

The AFSL Dashboard sections will be removed from the left navigation, and dashboard-specific items will be removed from the top header. This creates a clearer entry point while the new experience is being built.

You’ll continue to have access to:

ꪜ Company List

ꪜ Shared

ꪜ Settings

These areas remain unchanged and fully available during the transition.

A new AFSL Dashboard is currently in development.

This next-generation experience is being designed to make decision-making easier by transforming how AFSLs access, understand and work with their data. Built around accuracy, clarity, and flexibility, the dashboard will provide a view of your adviser network and overall performance.

The new experience will empower licensees to track their most important KPIs, access insights across revenue, compliance and business analytics, and make confident strategic decisions based on a comprehensive view of their business.

This is an intentional step forward, creating the space needed to deliver a scalable, intuitive dashboard designed to support your needs today and evolve with your business over the long term.

If you’d like to know more about how this aligns with your AFSL reporting and insights requirements, please contact your Customer Success Manager

This is an intentional step forward, creating the space needed to deliver a dashboard built for the long term.