Integrations
Learn how integrations with AdviserLogic work and how to create them
7 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.