Support
Access support to ensure your practice runs smoothly and efficiently.
18 articles
- Contact Us - Meet the TeamDiscover the best ways to contact the AdviserLogic Support team to quickly resolve your issues.
- Data Privacy & SecurityLearn how we protect your data
- Meet Ava: The AI Assistant That Works as Hard as You DoWe’re moving towards the future, and we are bringing you with us!
- How to use Morningstar AcademyLearn how to access and navigate Morningstar Academy - Your AdviserLogic Training Hub
- Schedule a Meeting with Your Success ManagerLearn how to schedule a meeting with your Customer Success Manager to get tailored support and guidance for your practice
- Need a Data Extract from AdviserLogic? Here's HowLearn how to request a full data extract from AdviserLogic by booking a meeting with your CSM
- Login - Multi Factor Authentication (MFA) Setup and TroubleshootingLearn how to set up, use and troubleshoot Multi-Factor Authentication for AdviserLogic
- AdviserLogic Licences – Auditor AccessLearn how to access and manage Auditor access licences in AdviserLogic.
- Resolving “Information provided doesn’t match records” Login ErrorLearn how to fix the “Information provided doesn’t match our records” login error to regain access to AdviserLogic.
- Login – Not Receiving SMS Code for Multi-Factor AuthenticationLearn how to troubleshoot issues when you are not receiving the SMS verification code needed for AdviserLogic login.
- AdviserLogic Login – Login URLLearn how to access the correct login URL for AdviserLogic and successfully sign in to your account.
- AdviserLogic Login – Troubleshoot “Error: Oops!, something went wrong”
- Login – Troubleshoot – Error: User Details are not in AdviserLogicLearn how to fix the “User Details are not in AdviserLogic” login error to regain access to AdviserLogic.
- Troubleshooting AdviserLogic Login IssuesLearn how to resolve common login problems when accessing AdviserLogic.
- After-Hours Phone Support with AvaLearn how to get help after hours using Ava so you can keep working without waiting for the next business day
- AdviserLogic - Reporting an Issue - Requesting SupportLearn how to report an issue effectively to help our Support Team investigate and resolve your enquiry faster.
- AdviserLogic - Session TimeoutLearn how to understand and manage session timeout behaviour in AdviserLogic to maintain security and prevent data loss.
- General - How to Take a ScreenshotLearn how to capture, save, and share screenshots on Windows and macOS devices for troubleshooting and support.