Integrations
Learn how integrations with AdviserLogic work and how to create them
8 articles
- Zapier Integration with AdviserLogic: Setting up a Zap walkthroughLearn how to set up a Zapier intergration in AdviserLogic
- API Integration - Generate API KeyLearn how to generate an API Keyin AdviserLogic for use with external integrations
- Integrations - Adviser Research Centre (ARC) Integration with AdviserLogicLearn how to access and use Morningstar ARC research within AdviserLogic to support investment analysis and advice preparation.
- Integrations - CFS- ElementaLearn how to use the CFS Elementa integration in AdviserLogic to streamline client onboarding and data sharing.
- Integrations - MydataLogicLearn how to connect and use MydataLogic to securely collect client banking data within AdviserLogic.
- Integrations – MyDataLogic Setup (Client Version)Learn how to set up the myDataLogic client integration to sync client data into AdviserLogic.
- PayLogic Integration with AdviserLogicLearn how to connect and use PayLogic within AdviserLogic to manage revenue, payouts, and compliance efficiently.
- Zapier - Managing orphan records created by ZapsLearn how to identify and manage orphan records created through Zapier integrations in AdviserLogic.