Practice Setup and Management
Leverage AdviserLogic's tools and features to run your practice
Your AdviserLogic User ProfileLearn how to update your AdviserLogic profile to ensure your details flow through to reports and advice documents
How to Export a Client List with Categories in Morningstar AdviserLogicLearn how to export a client list that includes client categories using the Segment Report module in AdviserLogic.
Requesting Admin Tools Access via User ManagementLearn how to request access to Admin Tools so you can manage practice-level settings in AdviserLogic
Creating, Managing and Applying Model PortfoliosLearn how to create, customise, manage, and apply Model Portfolios across Digital Advice tools and client strategies
Create File Notes for Multiple Clients at the Same Time in AdviserLogicLearn how to quickly generate and send the same File Note to many clients at once
Datafeeds
Find a list of Available Datafeeds, setup instructions & Troubleshooting guides
CFS Edge Investment Detection Now Built InLearn how updated Admin Fee calculations for CFS Edge now factor in Accelerate discounts and family-linked accounts for sharper projections
Integrations
Learn how integrations with AdviserLogic work and how to create them
Zapier Integration with AdviserLogic: Setting up a Zap walkthroughLearn how to set up a Zapier intergration in AdviserLogic
API Integration - Generate API KeyLearn how to generate an API Keyin AdviserLogic for use with external integrations
Account Setup
Learn how to set up your AdviserLogic account, so you can start leveraging its powerful features to streamline your workflow, manage clients efficiently, and create outstanding financial advice.
Adviser Docs – Your Resource HubLearn how to store, organise, and access your practice’s documents in Adviser Docs — keeping everything secure and easy to find
Docusign Integration in AdviserLogic Document VaultLearn how to send, track, and manage digital signatures directly from the Document Vault with AdviserLogic’s new DocuSign integration
Risk ProfilesSet up Risk Profiles in AdviserLogic to assess and manage clients' risk tolerance effectively.2 articles
Email and SMSLearn how to set up your emails and SMS for seamless client communication.10 articles
ToolsDiscover everything you need to know about the Tools Section in AdviserLogic, set up your account for optimal performance and efficiency.4 articles
User Management
Manage staff access and permissions across your practice. Learn how to assign clients, configure module access, set temporary permissions, and apply rule-based filters to streamline visibility for advisers, support staff, and external users.
User Access Controls in AdviserLogicLearn how to securely manage client access for your team across AdviserLogic using filters, rules, and administrative settings
Assigning Temporary Client Access to an External Paraplanner in AdviserLogicLearn how to assign secure, temporary access for external paraplanners using filters and module controls in AdviserLogic
Enhanced Access for Support Licence Users in Digital AdviceLearn how Support users can now contribute more effectively within the Digital Advice module in AdviserLogic
File Notes Audit Trail & Reporting (File Notes Module)Learn how to use AdviserLogic’s File Notes module to track, audit and report on client file notes and activity.