Adviser Home & Navigation
Explore Adviser Home and Navigation in AdviserLogic to customise your dashboard and easily access key tools and features.
7 articles
- Review Meeting Management WidgetLearn how to use the Review Meeting Management Widget.
- Upcoming Appointments WidgetLearn how to set up the Upcoming Appointments Widget with Zapier to harness your Google and Outlook calendars in AdviserLogic.
- Navigating Your Adviser HomeLearn How to navigate your AdviserLogic Adviser Home page
- Adviser Home - Tasks WidgetLearn how to use the Tasks Widget in Adviser Home to track, manage, and complete client tasks efficiently within AdviserLogic
- How to Create a Custom WidgetLearn how to create a custom widget in AdviserLogic to manage Client Groups, Tasks, Task Pools, or Appointment Labels.
- Morningstar Resources Now Available via AdviserLogicLearn how to access Morningstar resources in AdviserLogic and explore Morningstar Investment Management (MIM) solutions
- Adviserlogic - Notifications CentreLearn how to access, manage, and organise notifications in AdviserLogic to stay informed about workflows, datafeeds, reminders, and important system activity.