Advice Research
Use AdviserLogic's advice research tools for tailored, compliant recommendations.
9 articles
Omnium Insurance FAQs: Common Questions and AnswersLearn about Omnium Insurance FAQs, answers to common questions regarding policy features, coverage options, integration with AdviserLogic
Omnium Risk Research: Methodology & ApproachLearn how Omnium conducts risk research using a rigorous methodology that ensures accuracy, reliability, and industry relevance.
Asset Allocation Comparison ToolLearn how to use the Asset Allocation Comparison Tool to compare and evaluate different portfolio asset allocations.
Digital Advice Tools
Digital Advice Tools in AdviserLogic provide comprehensive research on insurance, superannuation, and investment providers and products. This section covers how to compare policies, analyse fund Fees and products, assess investment options, and generate reports, ensuring you can make informed recommendations tailored to your clients' needs. 📊🔍✅
Advice Tools - Platform Features ResearchLearn how to compare Investment Features effectively, analysing key differences to make informed, client-focused investment decisions.
Digital Advice - Advice Tools - Platform Fees ResearchLearn how to compare investment fees in AdviserLogic, analyzing platform, management & transaction costs to optimise client recommendations
Digital Advice Tools - Needs AnalysisLearn how to set default values in the Needs Analysis tool for consistent client assessments, including returns, expenses, and medical costs
AdviserLogic Tools – Non Super Platforms (Investment Platforms)Learn how to use AdviserLogic’s tools to add non super investment platforms.
Digital Advice - Super Features ComparisonLearn how to compare superannuation products and fees quickly using the AdviserLogic Digital Advice Super feature.
Digital Advice - Super Fee ComparisonLearn how to compare superannuation platform fees in AdviserLogic’s Digital Advice to help identify the most cost-effective options for clients.