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Client Service, Setup and Management

Everything you need for your client centric practice

Adobe Sign Instructions - ClientUse Adobe Sign to simplify the process of signing documents.
Data Entry

Learn where to enter data in AdviserLogic to ensure your clients are accurately set up and their financial information is properly recorded.

Fact Find - Internal SectionLearn how to use the Fact Find - Internal section.
Adding Assets in AdviserLogicLearn how to add assets in AdviserLogic
File NotesLearn how to add File Notes to client records.
Hybrid Securities in AdviserLogicLearn how Hybrid Securities are managed by AdviserLogic
Adding Transactions to Assets in AdviserLogicLearn how to manually add transactions to assets in AdviserLogic, ensuring accurate record-keeping and portfolio management.
Group SMA Functionality - Assets ScreenLearn how SMA grouping works in AdviserLogic Assets screen
FAQ: Praemium's Separately Managed Accounts (SMAs) in AdviserLogicLearn how AdviserLogic Handles Praemiums SMAs
Group SMA Functionality in AdviserLogicLearn how SMA grouping works within different AdviserLogics modules.
How to Create a LiabilityLearn how to create a Liability in AdviserLogic
Introducing Fact Find 2.0Learn how to use AdviserLogic’s Fact Find data entry module to efficiently manage your client's information
Fact Find - Personal SectionLearn how to use the Fact Find Personal Section to capture your client's personal information across all AdviserLogic
Fact Find - Custom SectionLearn how to create and manage Custom Fact Find fields in AdviserLogic to capture tailored client information
Fact Find - Financial SectionLearn how to use the Fact Find module to accurately add and manage your client’s financial information
Adding an Industry Super Fund in AdviserLogicLearn how to add an Industry Super Fund in AdviserLogic to ensure accurate superannuation records for your client's retirement planning
Adding a Platform Superfund in AdviserLogicLearn how to add a Platform Super Fund in AdviserLogic to ensure accurate superannuation records for your client's retirement planning
Adding a Self-Managed Super Fund (SMSF) in AdvserLogicLearn how to add a SMSF in AdviserLogic to ensure accurate superannuation records for your client's retirement planning
Adding a Client's Existing Insurance in AdviserLogicLearn how to enter and manage a client’s existing insurance policies in Fact Find to ensure a comprehensive overview of their coverage
Adding a Partner to an Existing Client in AdviserLogic’s Fact FindLearn the step-by-step process to add a partner to an existing client within AdviserLogic’s Fact Find.
Adding Income in AdviserLogicLearn how different income types are added to your clients records in AdviserLogic
Onboarding Fact Find FormLearn how the Onboarding Fact Find Form streamlines the client intake process by gathering essential financial and personal details upfront
Adding Fringe BenefitsLearn How to Record Fringe Benefits in AdviserLogic
Archiving and Reopening a Super Fund in AdviserLogicLearn how to archive or reopen a super fund in AdviserLogic to keep client records organised and up to date.
How to Add a New ClientLearn how to add a new client in AdviserLogic, ensuring their details are correctly recorded and integrated across all financial modules
Adding a Business Client in AdviserLogicLearn how to add a business client in AdviserLogic to record key business details
Using Quick NotesAdviserLogic | Menu | Quick Notes
Client Record Management

Learn how to efficiently manage client records in AdviserLogic while ensuring compliance and data integrity. Discover the best practices for handling duplicate entries, deceased clients, and inactive records to keep your system organised and up to date.

Deleting a Client in AdviserLogicLearn how to remove a client from your AdviserLogic account
Combine or Merge Duplicate Client RecordsLearn how to efficiently combine duplicate client records, ensuring data accuracy and a well-organised database
Locating Hidden, Inactive, or Closed Clients in AdviserLogicLearn how to use the Advanced Search feature in AdviserLogic to find a hidden or inactive client
Navigating Deceased Clients in AdviserLogic: Best Practices and ProceduresLearn How to Manage Deceased Clients in AdviserLogic: Best Practices and Procedures
Splitting Client and Partner RecordsLearn how to split Client and Partner records in AdviserLogic when separate financial records are required
Marry Existing ClientsLearn How to Link Existing Clients as Partners in AdviserLogic
Switching Primary Client and PartnerLearn how to swap the Primary Client and Partner in AdviserLogic when their roles need to be reversed
Reverse Fact FindLearn How to Use Reverse Fact Find in AdviserLogic
Link an Insurance Policy with Super in AdviserLogicLearn how link an insurance policy to a superannuation account in AdviserLogic allowing for efficient policy management & tax benefits
Design and Distribution Obligations (DDO)Learn how AdviserLogic streamlines DDO compliance with TMD access, reporting tools, and automated document generation
Creating and Managing Tasks Outside a WorkflowLearn how to create and manage standalone Tasks in AdviserLogic, including using the Options Menu and setting display preferences.
Using Quick TasksLearn how to add tasks to any client from anywhere in AdviserLogic using Quick Tasks
Using Quick VaultLearn how to upload a document from anywhere in AdviserLogic and allocate it to any client without opening the client record
Using Smart Email Shortcuts in AdviserLogicLearn how to use Smart Email Shortcuts in AdviserLogic to quickly import emails, upload documents, and create tasks from your inbox.