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
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
Requesting a Copy of Your InvoiceLearn how to request a copy of your invoice quickly and easily to keep track of your billing and payments
Updating the Email Address for Invoice BillingLearn how to update the email address associated with your invoice billing to ensure you receive important payment notifications
How to Change the Frequency and/or Date of Your Direct Debit PaymentsLearn how to adjust the frequency or date of your direct debit payments to better align with your billing preferences and cash flow
How to Change Your Business Name or AFSLLearn how to update your business name or AFSL in AdviserLogic, including the required steps and key considerations for a smooth transition
Finding the Cost of a Specific License for Your PracticeLearn how to find the cost associated with a specific license for your practice, ensuring transparency in your subscription and billing
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
How to Transition from EFT to Direct Debit PaymentLearn How to Transition from EFT to Direct Debit Payment.
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.
Modify Bank Account Details for Direct DebitLearn how to update/modify the existing bank account/credit card details for Direct Debit payment.
How to Request a Refund for Extra Payment MadeLearn how to request a refund for accidental extra payments