Support and Billing
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41 articles
- How to Request a Refund for an Extra Payment MadeLearn how to request a refund from AdviserLogic when you have made an extra payment.
- Preparing for the Next Generation AFSL DashboardLearn what’s changing with the AFSL Dashboard, what remains available, and how to prepare for the upcoming next-generation experience.
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.
- Template FAQsTemplate FAQs provide quick answers and guidance on creating, editing, and managing templates efficiently in AdviserLogic
Billing
Resolve issues, manage invoices, and ensure smooth financial operations for your practice.
- AdviserLogic License TypesLearn about the different types of licenses available in AdviserLogic and the level of access they hold
- 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.
- Modify Bank Account Details for Direct Debit in AdviserLogicLearn how to update your bank or credit-card details used for Direct Debit payments for your AdviserLogic subscription.
- How to Change the Frequency or Date of Your Direct-Debit Payments in AdviserLogicLearn how to adjust your direct-debit billing schedule for AdviserLogic subscription payments.
- Find the Cost of a Licence Within Your PracticeLearn how to identify the cost of a specific licence type in your practice
- How to Change the Email Address for Invoice Billing in AdviserLogicLearn how to update the email address used for invoice billing in AdviserLogic.
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
- Login - Multi Factor Authentication (MFA) Setup and TroubleshootingLearn how to set up, use and troubleshoot Multi-Factor Authentication for AdviserLogic
- AdviserLogic Licences – Auditor AccessLearn how to access and manage Auditor access licences in AdviserLogic.
- Resolving “Information provided doesn’t match records” Login ErrorLearn how to fix the “Information provided doesn’t match our records” login error to regain access to AdviserLogic.
- Login – Not Receiving SMS Code for Multi-Factor AuthenticationLearn how to troubleshoot issues when you are not receiving the SMS verification code needed for AdviserLogic login.
- AdviserLogic Login – Login URLLearn how to access the correct login URL for AdviserLogic and successfully sign in to your account.
- AdviserLogic Login – Troubleshoot “Error: Oops!, something went wrong”
- Login – Troubleshoot – Error: User Details are not in AdviserLogicLearn how to fix the “User Details are not in AdviserLogic” login error to regain access to AdviserLogic.
- Troubleshooting AdviserLogic Login IssuesLearn how to resolve common login problems when accessing AdviserLogic.
- After-Hours Phone Support with AvaLearn how to get help after hours using Ava so you can keep working without waiting for the next business day
- AdviserLogic - Reporting an Issue - Requesting SupportLearn how to report an issue effectively to help our Support Team investigate and resolve your enquiry faster.
- AdviserLogic - Session TimeoutLearn how to understand and manage session timeout behaviour in AdviserLogic to maintain security and prevent data loss.
- General - How to Take a ScreenshotLearn how to capture, save, and share screenshots on Windows and macOS devices for troubleshooting and support.