Data Entry
Learn where to enter data in AdviserLogic to ensure your clients are accurately set up and their financial information is properly recorded.
31 articles
- Fact Find - Internal SectionLearn how to use the Fact Find - Internal section.
- Adding Assets in AdviserLogicLearn how to add assets in AdviserLogic
- File NotesLearn how to add File Notes to client records.
- Hybrid Securities in AdviserLogicLearn how Hybrid Securities are managed by AdviserLogic
- Adding Transactions to Assets in AdviserLogicLearn how to manually add transactions to assets in AdviserLogic, ensuring accurate record-keeping and portfolio management.
- Group SMA Functionality - Assets ScreenLearn how SMA grouping works in AdviserLogic Assets screen
- FAQ: Praemium's Separately Managed Accounts (SMAs) in AdviserLogicLearn how AdviserLogic Handles Praemiums SMAs
- Group SMA Functionality in AdviserLogicLearn how SMA grouping works within different AdviserLogics modules.
- How to Create a LiabilityLearn how to create a Liability in AdviserLogic
- Introducing Fact Find 2.0Learn how to use AdviserLogic’s Fact Find data entry module to efficiently manage your client's information
- Fact Find - Personal SectionLearn how to use the Fact Find Personal Section to capture your client's personal information across all AdviserLogic
- Fact Find - Custom SectionLearn how to create and manage Custom Fact Find fields in AdviserLogic to capture tailored client information
- Fact Find - Financial SectionLearn how to use the Fact Find module to accurately add and manage your client’s financial information
- Adding an Industry Super Fund in AdviserLogicLearn how to add an Industry Super Fund in AdviserLogic to ensure accurate superannuation records for your client's retirement planning
- Adding a Platform Superfund in AdviserLogicLearn how to add a Platform Super Fund in AdviserLogic to ensure accurate superannuation records for your client's retirement planning
- Adding a Self-Managed Super Fund (SMSF) in AdvserLogicLearn how to add a SMSF in AdviserLogic to ensure accurate superannuation records for your client's retirement planning
- Adding a Client's Existing Insurance in AdviserLogicLearn how to enter and manage a client’s existing insurance policies in Fact Find to ensure a comprehensive overview of their coverage
- Adding a Partner to an Existing Client in AdviserLogic’s Fact FindLearn the step-by-step process to add a partner to an existing client within AdviserLogic’s Fact Find.
- Adding Income in AdviserLogicLearn how different income types are added to your clients records in AdviserLogic
- Adding Fringe BenefitsLearn How to Record Fringe Benefits in AdviserLogic
- Archiving and Reopening a Super Fund in AdviserLogicLearn how to archive or reopen a super fund in AdviserLogic to keep client records organised and up to date.
- How to Add a New ClientLearn how to add a new client in AdviserLogic, ensuring their details are correctly recorded and integrated across all financial modules
- Adding a Business Client in AdviserLogicLearn how to add a business client in AdviserLogic to record key business details
- Using Quick NotesAdviserLogic | Menu | Quick Notes
- Less Friction, Better Data: Onboarding Digital Fact FindLearn how AdviserLogic's reimagined Digital Fact Find turns first interactions into confident, advice-ready conversations
- Digital Review Fact Find in AdviserLogicLearn how to send, manage, and review a Digital Fact Find in AdviserLogic, guiding your client through updates before syncing changes to their Fact Find
- Assets and Liabilities HomeLearn how to navigate and use the Assets and Liabilities Home screen to review and manage client financial data.
- International Shares & Exchange Traded Funds (ETF)Learn how to understand key features, advantages, and risks of investing in international (non-domestic) shares through ETFs.
- AdviserLogic Superannuation HomeLearn how to use the Superannuation Home screen to view and manage a client’s super accounts.
- Delete a Superfund in AdviserLogicLearn how to remove an existing superannuation fund (Superfund) from a client file in AdviserLogic.
- Get an SMSF to show in the Super Rollover toolLearn how to ensure your SMSF appears correctly in the Super Rollover tool so you can prepare rollover recommendations.