Welcome to the March edition of the AdviserLogic newsletter.

The new Presentation Template feature in Digital Advice gives you a clear, visual way to summarise key advice points for clients. It complements , rather than replaces, your SoA by presenting pre-filled client data in an easy-to-read, customisable format ideal for meetings. You can view the recording anytime in Academy.

At this year's annual Morningstar Investment Conference, join Danny Beiruti from Inventium on Wed 20 May to learn how generative AI can help you work smarter and tackle tomorrow’s industry challenges. He’ll cover everything from identifying high-impact AI opportunities to streamlining complex workflows, with practical techniques you can use immediately. CPD points are available, so secure your spot to get the most from this highly anticipated session. Register Now

We’ve wrapped up our masterclasses in Sydney and Brisbane and are now headed to Melbourne. Register now to join us for a relaxed breakfast, an engaging agenda full of updates and new releases, and a sit‑down lunch to finish the morning with great conversation.

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.

We're introducing a new Presentation Template feature within Digital Advice to help you deliver advice in a more client-friendly way.

This feature provides a clear, visual summary of key advice points – perfect for client meetings and simplifying complex SoA content. It’s not a replacement for SoAs, but a companion tool designed to enhance your advice conversations.

Key benefits:

Join Danny Beiruti, Inventium on Wednesday 20 May for one of our most anticipated sessions yet! Danny will show you how to use generative AI to work smarter, using techniques you can apply as soon as you’re back to your desk.

From identifying high-impact AI opportunities to streamlining complex workflows to practical demonstrations, Danny’s presentation will help you unlock some of the biggest efficiency challenges facing your practice.

✔️ CPD points available

Strengthen your skills and keep up to date

Following our Sydney and Brisbane masterclasses, we’re bringing the workshops south.

Join us for a relaxed breakfast, a lively agenda full of updates and new releases, and a sit‑down lunch to wrap up the morning with great conversation.

Agenda:

9:00 – 9:30 Welcome and Breakfast

9:30 – 10:15 Session 1: Digital Fact Finds

10:30 – 11:15 Session 2: Cashflow - annuities, super strategies, updates

11:30 – 12:15 Session 3: Presentation templates, Docusign & strategies

12:15 – 1:30 Networking Lunch

I have worked for 6 Years in Wealth Management client service roles in which I have developed a passion for enabling clients to get the best possible result.

How long have you been at Morningstar?

5 months

What excites you about your role and our industry?

What excites me the most about the role is the ability to interact with clients regularly, as well as being able to see them achieve long-term goals that they have for their own practices. I enjoy building a stronger, more holistic understanding of finance.

A Fun Fact!

I am a very passionate sports fan and have played numerous sports throughout my life. I am currently coaching Rugby Union as well as playing in a social cricket team with some friends.

It’s never easy saying goodbye to something that’s been a trusted part of your workflow, and we know Cashflow 2.0 has been a favourite for many of you, so moving it to read‑only on 30 April may feel like a big shift.

At the same time, we’re genuinely excited for you to experience Holistic Cashflow, which picks up where Cashflow 2.0 left off and adds a whole lot more - smarter calculations, new strategy capabilities, and visual tools that make it easier to understand and communicate a client’s story.

We’re here to make the transition as smooth as possible, with webinars, articles, Ask‑Me‑Anything sessions, and beginner‑friendly Virtual Classrooms to support you every step of the way. Thank you for your continued partnership as we move toward a solution designed to serve you even better in the long run.

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.

Shruti Chawla Dean Mu Apoorva Srivastava

MD Salman Zafar Mukti Rawat William Davies