Practice Setup and Management
Leverage AdviserLogic's tools and features to run your practice
145 articles
- 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
- AdviserLogic Workflows Task ReassignmentLearn how to reassign tasks within AdviserLogic Workflows when responsibilities change or need updating.
- Creating Database Segments ReportLearn how to create and manage database segments to group records based on specific criteria for reporting and ongoing use.
- How to Import Outlook Appointments into AdviserLogic DiaryLearn how to connect your Outlook calendar with AdviserLogic Diary so Outlook appointments appear in AdviserLogic.
- How to Use Diary in AdviserLogicLearn how to manage appointments and tasks using the Diary feature in AdviserLogic.
- Scheduled Segment Exports in AdviserLogicLearn how to automatically export segment data on a regular schedule.
- Workflow 2.0 in AdviserLogicLearn how to use AdviserLogic’s Workflow 2.0 to automate and manage your practice tasks efficiently.
- Workflow Defaults and Alert Settings in AdviserLogicLearn how to configure workflow defaults and alert settings to standardise processes and stay informed across AdviserLogic.
- Workflow Segmentation in AdviserLogicLearn how to use Workflow Segmentation to find and report on workflows and tasks assigned to clients.
- How to Set Up a Basic Workflow in AdviserLogicLearn how to create, configure and launch a basic workflow to automate tasks for clients.
- Generate E-mail Templates in WorkflowsLearn how to generate and use e-mail templates within AdviserLogic Workflows.
- Admin Tasks in AdviserLogicLearn how to complete key administrative tasks to manage your practice setup and user responsibilities.
- Advanced Records Management – Recycle BinLearn how to view and restore or permanently remove records using the Recycle Bin in AdviserLogic.
- AdviserLogic - Adviser GroupsLearn how to set up and use Adviser Groups to customise how adviser details appear in documents and tools.
- AdviserLogic Tools – Admin WorkflowLearn how to use the AdviserLogic Admin Tools workflow to streamline and complete key administrative tasks.
- AdviserLogic – Tools - LendersLearn how to create and manage custom lender records to use when adding client liabilities
- APL-Approved Product List- Setup in AdviserLogicLearn how to configure and manage your Approved Product List (APL) for investment products.
- Basic Chrome Troubleshooting (Try this first!)Learn how to troubleshoot common issues when accessing AdviserLogic or other web tools in Google Chrome.
- Basic Troubleshooting – Clear Cache (Quick Steps)Learn how to clear your browser cache to resolve common AdviserLogic loading and display issues.
- Business Client Merger in AdviserLogicLearn how to merge business clients into another Business or entity.
- Client Reassignment in Advanced Records ManagementLearn how to reassign multiple client records from one adviser to another using the Advanced Records Management tool.
- Copy File Notes in AdviserLogicLearn how to transfer all File Notes from one client record to another in AdviserLogic.
- Database Segmentation Fields in AdviserLogicLearn how to understand and use Database Segmentation fields, including Parent Entity, to build custom client segments.
- Export to Outlook in AdviserLogicLearn how to export client's contact from AdviserLogic into Microsoft Outlook using the Export to Outlook tool.
- How to manage client relationships in AdviserlogicLearn how to manage client relationships in AdviserLogic when default relationship categories do not meet your needs
- How to Set Up Custom Task Types in AdviserLogicLearn how to create and manage custom Task Types to tailor your workflow tasks to your firm’s requirements.
- Map Orphan Records – Client/Partner in AdviserLogicLearn how to find and link orphaned client or partner records back to the correct client/partner in AdviserLogic.
- Map Orphan Records – DependantsLearn how to match and link dependant records that were imported as orphan entries in AdviserLogic.
- Map Orphan Records – Entities in AdviserLogicLearn how to locate and map orphan entity records into AdviserLogic to correctly link them to client records.
- Tools - Admin NotesLearn how to use the Admin Notes tool to keep internal practice-level notes within AdviserLogic.
- Tools – Default PlatformsLearn how to configure default platforms in AdviserLogic to streamline platform selection for client assets.
- Upload a Logo in AdviserLogicLearn how to upload your firm’s logo so it appears on reports.
- Compliance - SegmentationAdviserLogic | Tools | Compliance Including FOFA - FOFA Segmentation
- How to Merge Insurers & Exclude Insurers from ComparisonLearn how to combine duplicate insurer records and remove insurers from comparison views in AdviserLogic
- How to set up Your Preferences in ToolsLearn how to customise your tools in AdviserLogic so your preferred defaults and views are saved.
- Map Orphan Records – IncomeLearn how to find and re-assign unlinked Income records in AdviserLogic.
- Map Orphan Records – Investments in AdviserLogicLearn how to locate and assign imported investment records that haven’t been matched to the correct client or product.
- Map Orphan Records – LiabilitiesLearn how to use AdviserLogic’s Map Orphan Records – Liabilities tool to link imported liability records to the correct client.
- Myprosperity Integration with AdviserLogic via ToolsLearn how to connect Myprosperity with AdviserLogic to sync client data efficiently.
- Practice Management - Custom Referral SourcesLearn how to create and manage custom referral sources in AdviserLogic to track where your new clients and enquiries come from.
- Tasks OverviewLearn how to use AdviserLogic’s Tasks Overview to monitor and manage practice-wide tasks efficiently.
- Digital Signatures – Transition from Adobe Sign to DocuSignLearn how the move to DocuSign affects your practice and what to do if you previously used Adobe Sign and want to continue doing so
- Request an Alphanumeric Sender ID (Alpha Tag) RegistrationLearn how to register your SMS Alpha Tag under ACMA’s Sender ID rules using AdviserLogic’s new Tickets process
- Tools - How to Set up URL linksLearn how to create and configure URL links in AdviserLogic to provide quick access to external websites and resources.
- Tools - Insurance Defaults (RiskLogic Defaults)Learn how to configure RiskLogic default settings for insurance quotes to improve consistency and efficiency across your insurance research.
Datafeeds
Find a list of Available Datafeeds, setup instructions & Troubleshooting guides
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
- Integrations - Adviser Research Centre (ARC) Integration with AdviserLogicLearn how to access and use Morningstar ARC research within AdviserLogic to support investment analysis and advice preparation.
- Integrations - CFS- ElementaLearn how to use the CFS Elementa integration in AdviserLogic to streamline client onboarding and data sharing.
- Integrations - MydataLogicLearn how to connect and use MydataLogic to securely collect client banking data within AdviserLogic.
- Integrations – MyDataLogic Setup (Client Version)Learn how to set up the myDataLogic client integration to sync client data into AdviserLogic.
- PayLogic Integration with AdviserLogicLearn how to connect and use PayLogic within AdviserLogic to manage revenue, payouts, and compliance efficiently.
- Zapier - Managing orphan records created by ZapsLearn how to identify and manage orphan records created through Zapier integrations in AdviserLogic.
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.5 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.