Welcome to the first AdviserLogic newsletter of 2026.

Our weekly webinars kicked off the year with strong momentum, with our first session attracting over 200 registrations! While originally designed for existing Holistic Cashflow users, the session was also timely for clients still using the legacy Cashflow model, following the announcement of the sunset of Cashflow 2.0 on 30 April 2026. To support those preparing to transition, we also shared practical resources to help you make the move with confidence. Watch it here.

We also now have two webinars per week during February and March - a virtual classroom designed for new users here and an "Ask Me Anything" session aimed at ensuring all of you are ready to make this transition to Holistic. You can also discuss 1-2-1 with your CSM.

You asked, we delivered. The Morningstar Investment Conference agenda is now live, featuring some of the most in-demand thinkers in advice, business, and investing. This year’s lineup includes Westpac Chief Economist Luci Ellis, demographer Mark McCrindle , and T. Rowe Price portfolio manager Scott Berg – to name just a few. Explore the agenda here.

This month’s edition is packed with opportunities to learn, grow, and stay ahead. Explore our Q1 live webinar schedule - complete with the latest feature releases - and dive into new Cashflow Clips perfect for anyone who needs quick, practical modelling guidance on the go. Here's a short clip about carry-forward contributions to get you started. For those who prefer hands‑on learning, we’re hosting in‑person workshops starting with Sydney and Brisbane.

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.

Our weekly webinars have started strong, with our first session drawing in hundreds of attendees! We originally put this webinar together for existing Holistic Cashflow users - sharing handy tips, clever shortcuts, and a guided tour of all the updates released over the past six months.

With the recent announcement of the Cashflow 2.0 sunset, we also made sure to pack in plenty of support and resources to help anyone still preparing to transition. If you’re yet to make the move, this session has everything you need to feel confident and get started.

You asked, we delivered. The Morningstar Investment Conference agenda is now live, featuring some of the most in-demand thinkers in advice, business, and investing.

Join us on 20 May to hear from this year’s lineup, featuring Westpac Chief Economist Luci Ellis, demographer Mark McCrindle, and T. Rowe Price portfolio manager Scott Berg – to name just a few.

With keynotes, panels, and targeted breakout sessions, you can tailor your experience. Whether you’re looking to focus on investment strategy, practice optimisation, or staying sharp in a changing industry.

Our Q1 live webinar schedule is now available, featuring a full lineup of sessions designed to keep you across the latest releases and enhancements.

Whether you're looking to deepen your product knowledge or stay ahead of upcoming changes, these Tuesday webinars offer a straightforward way to stay connected and informed. Click here to go to our landing page and if you can't make the live session, we'll send you the recording afterwards.

If you’re short on time, don’t miss our newest Cashflow Clips. These quick, practical videos are ideal for when you need to model a strategy fast or refresh your memory on specific features. Click here to get started.

We’re also excited to bring more in‑person workshops to Sydney and Brisbane.

These hands‑on sessions give you the chance to work directly with our team, sharpen your skills, and get personalised guidance in a collaborative environment. In our next newsletter we'll have details of further events around the country.

Finally, we’re thrilled to launch our first ever Paraplanning Academy in Sydney on Wednesday, 11 March.

This program is designed to support paraplanners looking to strengthen their modelling capability and streamline their advice production workflow. It includes a half‑day, in‑person workshop followed by two virtual sessions where attendees work through their own real‑world scenarios. The program concludes with a post‑assessment to consolidate learning and showcase the capabilities you’ve developed.

If you're not based in Sydney, no problem - we’ll be running a fully virtual program twice this year, and we’ll also be delivering in‑person sessions in additional cities throughout the year.

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? Click the link to book your meeting early via Calendly.

Dean Mu Apoorva Srivastava MD Salman Zafar William Davies