Support and Billing
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Templates
Learn how to create and request custom templates in AdviserLogic
AdviserLogic Custom TemplatesLearn how to elevate your advice with Custom Templating in AdviserLogic.
Template DesignerDiscover how Template Designer allows you to create bespoke templates effortlessly, elevating & personalising your advice.
Support
Access support to ensure your practice runs smoothly and efficiently.
Contact Us - Meet the TeamDiscover the best ways to contact the AdviserLogic Support team to quickly resolve your issues.
Data Privacy & SecurityLearn how we protect your data
Meet Ava: The AI Assistant That Works as Hard as You DoWe’re moving towards the future, and we are bringing you with us!
How to use Morningstar AcademyLearn how to access and navigate Morningstar Academy - Your AdviserLogic Training Hub
Schedule a Meeting with Your Success ManagerLearn how to schedule a meeting with your Customer Success Manager to get tailored support and guidance for your practice
Need a Data Extract from AdviserLogic? Here's HowLearn how to request a full data extract from AdviserLogic by booking a meeting with your CSM
July NewsletterYour Montly AdviserLogic Update for July 2025
Billing
Resolve issues, manage invoices, and ensure smooth financial operations for your practice.
AdviserLogic Licence TypesLearn about the different types of licences available in AdviserLogic
How to Identify Your Customer Success ManagerLearn how to know your Customer Success Manger and book appointments with them.
How to Reinstate an AdviserLogic AccountLearn how to reinstate your AdviserLogic account after suspension due to non-payment, including payment steps and reactivation process
Invoice - ProductsLearn about Product Types found in your AdviserLogic invoice
Invoice AssistanceLearn how to read your AdviserLogic invoice
Invoice Cost BreakdownLearn about the cost breakdown on an AdviserLogic invoice.