Morningstar AdviserLogic

Learn how the transition to Holistic Cashflow works, what happens to Cashflow 2.0, key dates, and how to move forward with confidence

Holistic Cashflow Transition - Frequently Asked Questions

Learn how to use Engagement Calculators to improve your client modelling.

Engagement Calculators

Create detailed, scenario-based financial plans that align with your clients' goals.

Advice Modelling

Learn how to add and remove your clients financial information to the the cashflow scenario before moving on to modelling

Holistic Cashflow - Financial Summary

Learn how Holistic Cashflow in AdviserLogic integrates income, expenses, and projections to provide a complete view of client finances.

Discover Holistic Cashflow

Learn how to view and manage your existing cashflow scenarios in the Holistic Cashflow module

Holistic Cashflow - All Section - Manage Existing Scenarios

Learn how to model scenarios for your clients using the Holistic Cashflow module

Holistic Cashflow - Cashflow Modelling Model Impactful Scenarios

Learn how to model and create SMSFin the Holistic Cashflow module

SMSF in Holistic Cashflow

Learn how to model trusts, companies, and individuals in one scenario with Multi-Entity Modelling in Holistic Cashflow

Introducing Multi-Entity Modelling in Holistic Cashflow

Learn how to apply manual adjustments in Holistic Cashflow to model custom tax, benefits, and pension scenarios with full flexibility

Manual Adjustments In Holistic Cashflow

Everything you need to navigate and use our new Holistic Cashflow module

Holistic Cashflow

Learn how to manage expenses in Cashflow 2.0

Cashflow 2.0 - Expenses

Learn how to manage Income in Cashflow 2.0

Cashflow 2.0 - Income

Discover how Cashflow 2.0 applies assumptions to financial projections and how to review and modify them for accurate scenario planning.

Cashflow 2.0 - Assumptions Tab

Learn how to leverage the Net Position Tab in Cashflow 2.0 to enhance your modelling

Cashflow 2.0 - Net Position Tab

Learn how to use the Age Pension Tab in Cashflow 2.0

Cashflow 2.0 - Age Pension

Learn how to Add annuities in Cashflow 2.0

Cashflow 2.0 - Annuities

Learn how to use and navigate the Pension tab in Cashflow 2.0

Cashflow 2.0 - Pension Tab

Discover how to use the Liabilities tab in cashflow 2.0

Cashflow 2.0 - Liabilities Tab

Understanding the Assets Tab in Cashflow 2.0

Cashflow 2.0 - Assets Tab

Learn how to use and read the Cash Account tab in Cashflow 2.0

Cashflow 2.0 - Cash Accounts Tab

Everything you need to know about using Cashflow 2.0

Cashflow 2.0 

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