Overview
The AdviserLogic Getting Started learning path helps you develop the core skills needed to use AdviserLogic confidently.
The learning path combines self-paced training modules in Morningstar Academy with supporting Help Centre articles. The modules cover site navigation, client data, client engagement, advice production, ongoing client management and practice management.
Complete the modules in order where possible. After completing each module, use the related Help Centre articles to review individual features and follow detailed instructions while practising in AdviserLogic.
Access
You can access Morningstar Academy directly from AdviserLogic. Select Help Centre/Support from the top-right menu, scroll down the Home screen in the support window, then select Academy. Morningstar Academy will open in a new browser tab.
When accessing Morningstar Academy for the first time, or after clearing your browser cache, you may be asked to enter your AdviserLogic credentials and complete your Academy profile. You can also skip the profile setup and continue to the Academy home screen.
To support your onboarding, we have arranged the Morningstar Academy modules in a recommended learning sequence and matched each module with relevant AdviserLogic Help Centre articles.
Work through the modules in order to build your knowledge progressively, then use the supplementary articles for detailed instructions, additional context and quick reference as you begin completing tasks in AdviserLogic. You can also return to individual modules and articles at any time when you need a refresher on a particular feature or process.
For more information, see How to use Morningstar Academy.
Ask Ava for Help
You can ask Ava for help while completing the modules or working in AdviserLogic. Select Help Centre/Support from the top-right menu, then select Ask a Question from the Home or Messages section.
Enter a clear and specific question, Ava searches AdviserLogic support content and provides guidance based on your question. You can also ask follow-up questions in the same conversation.
If the first response does not resolve your question, rephrase it using shorter or more specific wording. You can ask to speak with a support agent when further assistance is required.
For more information, see Meet Ava: The AI Assistant That Works as Hard as You Do.
Learning modules
Module | Morningstar Academy course | Main topics |
Module 1 | Navigation, finding clients and adviser setup | |
Module 2 | Client records, Fact Find data, risk profiling and Reverse Fact Find | |
Module 3 | Email, client portals, digital signatures, calculators, File Notes and SMS | |
Module 4 | Model portfolios, Digital Advice, Holistic Cashflow and reports | |
Module 5 | Client reviews, services, agreements, fees and record keeping | |
Module 6A | Workflows, tasks, database reports and datafeeds | |
Module 6B | Custom Fact Find configuration and customised widgets |
📌Note
The courses may appear with New User Pack in their Morningstar Academy titles. In this Getting Started guide, we refer to them as modules.
Module 1 – Site Navigation & Set Up
Open Module 1 – Site Navigation & Set Up in Morningstar Academy.
This module introduces the AdviserLogic workspace, client search tools, client records, communication features and common practice settings. Complete the module, then use the following Help Centre articles as detailed references.
AdviserLogic Site Navigation & Searching Clients
Signing in and accessing client records
Communication and record keeping
Practice setup and data management
Adviser Profile
Use these articles when configuring your adviser details.
Module 2 – Entering Client Data
Open Module 2 – Entering Client Data in Morningstar Academy.
This module explains how to create client records and maintain personal, financial, insurance and superannuation information. It also introduces risk profiling and reports produced from information recorded in the client’s Fact Find.
Creating and Updating Client Data
Risk Profiling Assessment Using the Morningstar Risk Profile
Producing a Reverse Fact Find and Insurance Summary
Module 3 – Client Engagement Tools
Open Module 3 – Client Engagement Tools in Morningstar Academy.
This module explains how AdviserLogic supports client communication and engagement through email, client-facing portals, digital signatures, calculators, File Notes and SMS.
Financial Services Guide
Client Web Portal
Client Login
Digital Signatures with DocuSign
Engagement Calculators
File Note Categories and Templates
Using SMS
Module 4 – Advice Generation including Cashflow
Open Module 4 – Advice Generation including Cashflow in Morningstar Academy.
This module introduces separately managed accounts, model portfolios, Digital Advice, Holistic Cashflow and investment reporting.
SMAs and Model Portfolios
Advice Modelling
Holistic Cashflow
Digital Advice Production Scenarios and ROA
Digital Advice setup and production
Superannuation and retirement strategies
Insurance strategies
Investment and cashflow strategies
Debt strategies
Estate and business planning strategies
Aged care strategies
Social security strategies
Investment Reports
Module 5 – Ongoing Client Management
Open Module 5 – Ongoing Client Management in Morningstar Academy.
This module explains how to manage client reviews, ongoing services, fixed-term agreements, fees and compliant client records.
Managing Client Reviews and Client Management Basics
Managing Ongoing Fees, Services and Fixed-Term Agreements
Recording Fees
Record Keeping
Module 6A – Practice Management – Basics
Open Module 6A – Practice Management – Basics in Morningstar Academy.
This module covers common practice administration processes, including workflows, tasks, database reporting and datafeeds.
Workflow and Tasks
Database Reports
Datafeeds
Module 6B – Practice Management – Advanced
Open Module 6B – Practice Management – Advanced in Morningstar Academy.
This module explains how to configure AdviserLogic features for the specific needs of your practice, including custom Fact Find sections and customised widgets.
Custom Fact Find
Customised Widgets
Troubleshooting
If a direct module link does not open, confirm that you are signed in to Morningstar Academy using your AdviserLogic credentials. You can also access the Academy from Help Centre/Support > Home > Academy, then search for New User Pack or the individual course title.
If you cannot find a course, open the Catalog and use the search field. You can use the available content type, category and enrolment status filters to narrow the results.
If a Help Centre link does not open, search for the article using its displayed title in the AdviserLogic Help Centre.
If a feature shown in a module or article is not available in your account, ask your practice administrator to confirm that you have the required permissions. You can also ask Ava where the feature is located or how it is used.