Client Service, Setup and Management
Everything you need for your client centric practice
73 articles
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
- 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
- Less Friction, Better Data: Onboarding Digital Fact FindLearn how AdviserLogic's reimagined Digital Fact Find turns first interactions into confident, advice-ready conversations
- Digital Review Fact Find in AdviserLogicLearn how to send, manage, and review a Digital Fact Find in AdviserLogic, guiding your client through updates before syncing changes to their Fact Find
- Assets and Liabilities HomeLearn how to navigate and use the Assets and Liabilities Home screen to review and manage client financial data.
- International Shares & Exchange Traded Funds (ETF)Learn how to understand key features, advantages, and risks of investing in international (non-domestic) shares through ETFs.
- AdviserLogic Superannuation HomeLearn how to use the Superannuation Home screen to view and manage a client’s super accounts.
- Delete a Superfund in AdviserLogicLearn how to remove an existing superannuation fund (Superfund) from a client file in AdviserLogic.
- Get an SMSF to show in the Super Rollover toolLearn how to ensure your SMSF appears correctly in the Super Rollover tool so you can prepare rollover recommendations.
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.
- Document Vault in AdviserLogicLearn how to use AdviserLogic’s Document Vault to securely store, manage, and share client documents.
Client Enagement
Enhance your client relationships with AdviserLogic’s Client Engagement features, designed to streamline communication, improve responsiveness, and strengthen trust.
- Using the SMS SystemLearn how to set up, verify, and manage your SMS profile in AdviserLogic, ensuring seamless client communication and compliance
- How to Use Mail Merge to Create Letter TemplatesLearn how to generate personalised client documents using Mail Merge in AdviserLogic with Microsoft Word — efficient, accurate, and branded
- Integrating Mailchimp with AdviserLogic (via Datafeed)Learn how to connect your Mailchimp account to AdviserLogic using an API key and sync client groups for easy email marketing
- SMS Profiles: ACMA Sender ID Registration ChangesLearn how to ensure your SMS sender IDs meet ACMA requirements and avoid them being marked as "Unverified" on July 1 2026
- AdviserLogic Emails Security EnhancementLearn how AdviserLogic now sends emails securely from the Morningstar domain to protect your communications
- How to Set Up the Birthday SMS in AdviserLogicLearn how to configure and automate Birthday SMS messages for your clients in AdviserLogic.
- Tool - Client Web Portal - Master Client AccessLearn how to monitor client engagement and Client Web Portal access status using Master Client Access in AdviserLogic.
- Client Web Portal – Understanding CalculationsLearn how Client Web Portal calculates investment values, returns, balances and portfolio information displayed throughout the portal.
- Client Web Portal SetupLearn how to enable and configure the Client Web Portal for your clients in AdviserLogic
- Client Web Portal - Setup - Client versionLearn how to register, access and manage your Client Web Portal account, including creating and resetting your password.
- Client Web Portal - SettingsLearn how to control which pages and sections are visible to clients within the Client Web Portal.
- Client Web Portal - IntroductionLearn how to navigate the Client Web Portal and understand the information available on the Overview, Investments and Documents pages.
- Client Web Portal - InsuranceLearn how to view insurance information in the AdviserLogic Client Web Portal.
- Client Web Portal - Client login Multi Factor Authentication (MFA)Learn how to set up and use Multi-Factor Authentication (MFA) when logging in to the AdviserLogic Client Web Portal.
- Client Login Setup & Management in AdviserLogicLearn how to set up, manage and troubleshoot client login access in AdviserLogic
- Client Login - How to Access and use Client Login (Client Version)Learn how to access the Client Login portal from a client's perspective and understand the client experience.
- Client Web Portal - Adviser Preview and SyncLearn how to preview and verify your client's Client Web Portal data before enabling access.
Reports
Find the right report to increase your client's understanding of their financial position
- New Performance ReportsLearn how to access and customise the new Performance Report with cleaner, user-friendly outputs
- AdviserLogic Reports – ADL01 Prospect LetterLearn how to generate and customise the Prospect Letter (ADL01) to introduce your services to potential clients.
- Comprehensive Investment Report in AdviserLogicLearn how to generate and interpret the Comprehensive Investment Report to overview a client’s portfolio in AdviserLogic
- Reports - External Report Types Within AdviserLogicLearn how to access and use external report types in AdviserLogic to generate client-ready reports.
- Reports - Income and Growth ReportLearn how to analyse portfolio income and growth performance over time, including deposits and withdrawals.
- Reports - Portfolio Analysis (X- Ray)Learn how to analyse portfolio diversification, exposure, and risk using Morningstar’s Portfolio X-Ray.
- Reports - Portfolio Analysis (X-Ray) EnhancementsLearn how to use the enhanced Portfolio X-Ray features to analyse holdings and gain deeper portfolio insights.
- Reports - Signature Reports in AssetsLearn how to generate and use Signature Reports to access Morningstar research for client investments in AdviserLogic.
- Reports - Template Reports MasterLearn how to manage and customise Template Reports Master for consistent reporting across your practice.