Advice Creation
Leverage AdviserLogic's tools to craft personalised, compliant, and effective financial plans for your clients.
69 articles
Withdrawing from Super to invest in Non-SuperLearn how to withdraw from super to reinvest in non super using Digital Advice Investment scenarios
Digital Advice Templates
Digital Advice Templates in AdviserLogic help you streamline the advice process by providing pre-built, customisable templates for various financial strategies. These templates allow you to generate professional, compliant, and personalised advice documents efficiently, saving time while maintaining consistency and accuracy.
Digital Advice - Base SoA FAQLearn about the Base SoA in AdviserLogic—its features, compliance updates, and how it streamlines advice delivery for financial advisers.
Digital Advice - How do I add page numbers and update the Table of Contents?Learn how to add page numbers and refresh the Table of Contents in your Digital Advice document.
Digital Advice - How do I change the template mapped to a scenarioLearn how to update the template linked to a Digital Advice scenario to control how your advice document is generated.
Digital Advice - Base Record of Advice (BaseRoA) - IntroductionLearn how to use the Base Record of Advice (Base RoA) to create consistent, compliant advice documents in AdviserLogic.
Digital Advice - Digital SoA Template CustomisationLearn how to customise Digital SoA templates in AdviserLogic to align with your practice branding and advice requirements.
Digital Advice - Template DesignerLearn how to create and manage customised Digital Advice templates using the Template Designer in AdviserLogic.
Digital Advice - Templates - Base SoA Style GuideLearn how to apply the Base SoA Style Guide to ensure consistent, compliant, and professional advice documents.
Digital Advice - Updates to Base ROA - October 2021Learn how to understand the October 2021 updates to Base ROA in Digital Advice and what changes impact your SoA outputs.
Digital Advice - Updates to Base SOA - November 2021Learn how to understand the November 2021 updates to the Base Statement of Advice (SoA) in Digital Advice.
Digital Advice - Updates to Base SOA -June 2021Learn how to understand the key updates made to the Base Statement of Advice (SOA) in Digital Advice.
Digital Advice General Instructions
Get started with Digital Advice in AdviserLogic by following these general instructions. Learn how to navigate, customise, and generate advice documents efficiently while ensuring accuracy and compliance. This section provides step-by-step guidance to help you create structured, professional, and tailored financial advice with ease. 📄✨
SoA Download Options: DOCX (Word) or PDFLearn how to download and edit SoAs in DOCX (Word) via AdviserLogic, ensuring flexibility and efficiency in advice preparation
Adding Saved Research from Advice Tools to Digital Advice ScenariosLearn how to add saved research from Advice Tools to your Digital Advice scenarios
Digital Advice Scenario ScreenLearn how to manage Digital Advice Scenarios in AdviserLogic, track progress, update data, preview SoAs, and download reports seamlessly
Digital Advice - Can I change the order of the chapters in a template?Learn how to manage chapter order in Digital Advice templates and understand available customisation options.
Digital Advice - Can I combine 2 Scenarios?Learn how to manage multiple scenarios in Digital Advice and understand whether scenarios can be combined.
Digital Advice - Cashflow integration with Digital Advice - Graphs and ChartsLearn how to link Cashflow modelling to Digital Advice scenarios so graphs and charts automatically appear in your advice output.
Digital Advice - How do I know if my scenario is complete? What happens if I leave a strategy incomplete?Learn how to identify completed scenarios and understand what happens when a strategy is left incomplete.
Digital Advice - How do I edit a scenario or a particular strategy in a scenario?Learn how to edit a scenario or adjust a specific strategy within a scenario in AdviserLogic Digital Advice.
Digital Advice - How do I edit the final SoA?Learn how to edit the final Statement of Advice (SoA) before generating or sharing it with your client.
Digital Advice - How do I move through the different sections of a strategy?Learn how to move through different sections of a strategy in AdviserLogic Digital Advice.
Digital Advice - How to create Joint advice for client and partner?Learn how to create joint advice for a client and their partner using the Digital Advice Scenario setup.
Digital Advice - How to delete a Strategy or a Scenario?Learn how to delete a strategy or remove an entire scenario in Digital Advice.
Digital Advice - How can I jump between different strategies within the same scenario?Learn how to move between different strategies within the same scenario in Digital Advice.
Digital Advice - Using the Digital Advice EditorLearn how to create and manage digital advice strategies using the Digital Advice Editor in AdviserLogic.
Digital Advice - What are custom strategies?Learn how to use Custom Strategies to personalise advice using flexible, editable templates in Digital Advice.
Digital Advice - Where did my Digital Advice tab go?Learn how to restore the Digital Advice tab in AdviserLogic if it has disappeared from your client record.
Digital Advice - Why am I not able to click on the proceed button in a scenario?Learn how to identify why the Proceed button is unavailable and resolve common setup issues in AdviserLogic Digital Advice.
Digital Advice - Why are changes made in Fact Find not showing in my Scenario?Learn how to ensure updates made in Fact Find are reflected in your Digital Advice scenarios.
Digital Advice - Why can't I see my client’s partner’s assets/liabilities?Learn how to resolve visibility issues for partner financial data in AdviserLogic Digital Advice.
Digital Advice - Why does my SoA in Word document format not have a Table of Contents and/or Page Numbers?Learn how to understand why your SoA Word document may not include a Table of Contents or page numbers.
Digital Advice - Why does SoA output only show the cover page when I select the eye Preview and Save icon?Learn how to resolve issues where the SoA preview displays only the cover page in AdviserLogic.
Digital Advice - Why does SoA PDF output not show page numbers?Learn how to understand why page numbers may not appear in your SoA PDF and how to manage this behaviour in AdviserLogic.
Digital Advice - Why doesn’t my current scenario reflect changes made in the default settings?Learn how to ensure your Digital Advice scenario reflects updated default settings and when manual refresh or recreation is required.
Digital Advice - Why doesn’t ‘Reduce non-deductible/deductible debt strategy’ show all the liabilities?Learn how to understand which liabilities appear in the Reduce Debt strategy and why some may be excluded.
Digital Advice - Why is one of the strategies disabled?Learn how to identify why a strategy is disabled in Digital Advice and how to resolve it.
Digital Advice - Will the recommendations made in Digital Advice affect Fact Find data?Learn how Digital Advice recommendations interact with Fact Find data and whether scenario recommendations change client records.
Digital Advice - Are there any self-paced learning tutorials for Digital Advice?Learn how to understand and use Digital Advice self-paced learning resources to build your knowledge at your own pace.
Digital Advice - Commission Structure Settings Insurance QuotingLearn how to configure insurance commission structures in Digital Advice to ensure accurate disclosure and compliance.
Digital Advice - Contribution, Rebalance & Recontribution Product ComparisonsLearn how to configure contribution, rebalance, recontribution strategies and compare products within AdviserLogic Digital Advice.
Digital Advice - Copy Underlying InvestmentsLearn how to copy underlying investments between scenarios in AdviserLogic Digital Advice.
Digital Advice - Editing Advice In BuildLearn how to edit and refine your advice document while building a Digital Advice scenario in AdviserLogic.
Digital Advice - Enhanced Search functionLearn how to use the enhanced search function to quickly find tools, data, and features within Digital Advice.
Digital Advice - Fee enhancements and Templates, Superannuation, Portfolio and Docx TemplatesLearn how to use enhanced fee calculations and updated templates in Digital Advice for more accurate client reporting.
Digital Advice - Frequently Asked QuestionsLearn how to navigate common questions and key concepts within AdviserLogic Digital Advice.
Digital Advice - Insurance reportingLearn how to generate and download insurance reports within AdviserLogic Digital Advice.
Digital Advice - Keyboard ShortcutsLearn how to use keyboard shortcuts in Digital Advice to navigate faster and improve your workflow efficiency.
Digital Advice - Needs Analysis - Reducing TPD insurance amount by Income Protection PaymentLearn how to adjust TPD cover by accounting for income protection benefits in your needs analysis.
Digital Advice - Scenario Refresh, Copy Scenario, Change TemplateLearn how to refresh Digital Advice data in AdviserLogic to ensure client information and projections are up to date.
Digital Advice - ToolbarsLearn how to use Digital Advice Toolbars to efficiently navigate and interact with advice screens in AdviserLogic.
Digital Advice Fees
Understand how to set up, calculate, and apply fees within Digital Advice Templates in AdviserLogic. This section covers how to accurately configure service fees, advice charges, and ongoing costs, ensuring transparency and compliance while delivering clear financial advice to clients. 💰📊
Digital Advice - Cash AccountLearn how to create and manage a Cash Account strategy in AdviserLogic Digital Advice.
Digital Advice - Fees related changesLearn how to understand and apply recent fee disclosure changes in AdviserLogic to ensure compliance with updated regulatory requirements.
Digital Advice - SMA Fees MethodologyLearn how to understand the methodology used to calculate SMA fees within Digital Advice.
Digital Advice - Troubleshooting Platform Fee CalculationsLearn how to identify and resolve platform fee calculation issues in Digital Advice.
Digital Advice – Ongoing Fees Setup (Quick Steps)Learn how to configure and apply ongoing advice fees in AdviserLogic Digital Advice scenarios.
Digital Advice – Set Up Fee Splits (Quick Steps)Learn how to configure adviser and AFSL fee splits in Digital Advice settings for accurate fee allocation.
Digital Advice Setup/Settings
Discover how to customise and optimise your Digital Advice Templates in AdviserLogic by adjusting key setup and settings. This section guides you through configuring preferences, fine-tuning templates, and managing default settings, ensuring a seamless and efficient advice generation process. ⚙️📄
Digital Advice - Add/ Remove Justifications for Add/Switch PlatformLearn how to add and preset justifications in AdviserLogic’s Digital Advice module to enhance compliance, transparency, and efficiency.
Multi-tier Digital Advice Fee CalculationLearn how to apply flat or tiered fees - choose Single-Tier for simplicity or Multi-Tier to scale fees across portfolio balance thresholds
Digital Advice - AFSL Fee SplittingLearn how to understand and apply AFSL fee splitting in AdviserLogic Digital Advice for accurate fee disclosure and compliance.
Digital Advice - Can I build a library of Reasons and Consequences?Learn how to create and manage a reusable library of justification reasons and consequences in Digital Advice.
Digital Advice - How do I add more custom strategies?Learn how to add more custom strategies to a Digital Advice scenario in AdviserLogic.
Digital Advice - How do I switch ON Digital Advice?Learn how to enable Digital Advice in AdviserLogic so you can start creating advice scenarios and generating client documents.
Digital Advice - How to access SettingsLearn how to access Digital Advice Settings to manage templates and configuration within AdviserLogic.
Digital Advice - How to add additional reasons/consequences to Super Rollover and/or InsuranceLearn how to add additional reasons and consequences to Super Rollover and Insurance records in AdviserLogic.
Digital Advice - Where are the Superannuation and Insurance tabs? Where do I enter existing Super and Insurance details?Learn how to locate and enter existing Superannuation and Insurance details when tabs are not shown in Digital Advice.
Digital Advice - Edit Insurance Providers and ProductsLearn how to save and reuse your preferred insurers and products in Digital Advice for consistent and efficient recommendations.
Digital Advice - How to set up SMA's within Digital Advice (Quick steps)Learn how to configure and use SMAs within Digital Advice to support investment recommendations.
Digital Advice - Separately Managed Accounts (SMA) Setup & UseLearn how to configure and manage Separately Managed Accounts (SMAs) in AdviserLogic for portfolio tracking and reporting.
Digital Advice - SettingsLearn how to configure Digital Advice settings to control templates and defaults for generating compliant advice documents.