Practice Setup and Management | Find help in our extensive library

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

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._{9 articles}

ToolsDiscover everything you need to know about the Tools Section in AdviserLogic, set up your account for optimal performance and efficiency._{3 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