Morningstar AdviserLogic

Adviser Home - Creating a Custom Widget

Learn how to use the Review Meeting Management Widget.

Learn how to set up the Upcoming Appointments Widget with Zapier to harness your Google and Outlook calendars in AdviserLogic.

Learn How to navigate your AdviserLogic Adviser Home page

Learn how to use the Tasks Widget in Adviser Home to track, manage, and complete client tasks efficiently within AdviserLogic

Learn how to create a custom widget in AdviserLogic to manage Client  Groups, Tasks, Task Pools, or Appointment Labels.

Explore Adviser Home and Navigation in AdviserLogic to customise your dashboard and easily access key tools and features.

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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