The Top Menu provides access to key navigation and utility functions in AdviserLogic from a single location. Unlike client-specific functions, the options in the Top Menu are available across AdviserLogic and can be accessed while you are working in different areas of the system.

The Top Menu allows you to quickly return to Adviser Home, access client information, search AdviserLogic, open support and resource areas, view notifications, access tools, and manage your user account.

The options are displayed from left to right and provide quick access to frequently used system-wide functions.

The Top Menu is displayed across the top of the AdviserLogic screen and remains available as you move between different areas of the system.

Select an icon in the Top Menu to open the relevant function. Some options open a new window or menu, while others take you directly to another area of AdviserLogic.

The Top Menu is available across AdviserLogic and remains accessible as you move between different areas of the system. Select an icon to open the relevant function.

Select the Company Logo to refresh the current AdviserLogic screen.

The company logo displayed here is uploaded and managed through Tools.

For more information, see Managing Your Company Logo.

Select Home to return to the Adviser Home screen. This provides access to your Adviser Home dashboard and its available widgets.

For more information, see Navigating Your Adviser Home.

Select Client Search to open Advanced Search. This allows you to search for client and related records using a range of search criteria.

For more information, see Using Advanced Search.

Select Quick Search to quickly locate clients by name in AdviserLogic without opening the full Advanced Search functionality.

Select What's New to view information about recent AdviserLogic updates, new features and changes. The news Section in your messenger will open.

For more information, see What's New in AdviserLogic.

Select Evolve AI to access the Morningstar Evolve AI functionality available within AdviserLogic.

For more information, see Using Morningstar Evolve AI.

Select Support to talk to Ava and access AdviserLogic support resources and assistance when you need help using the system.

For more information, see Meet Ava.

Select Database Segmentation to access tools for segmenting and analysing your client database. This can help you group and manage clients based on selected criteria.

For more information, see Database Segmentation.

Select Datafeeds to access the datafeed functionality available in AdviserLogic. Datafeeds support the transfer and management of relevant data between AdviserLogic and connected providers or systems.

For more information, see Current Available Datafeeds.

Select Tools to access additional AdviserLogic tools and system functions. The available options may vary depending on your permissions and practice configuration.

For more information, see AdviserLogic Tools.

Select Notification Centre to view notifications and alerts that require your attention. A notification badge may appear on the icon when you have new notifications.

For more information, see Using the Notification Centre.

Select Adviser Profile to access your user profile and available account options. Use the drop-down menu to view the functions available for your account.

For more information, see Managing Your Adviser Profile.

The options available in the Top Menu may vary depending on your user permissions, practice configuration and the AdviserLogic features available to you.

Some Top Menu options provide direct access to system-wide functions, while others open a separate menu or screen where you can complete additional actions.