Client Record Management
Learn how to efficiently manage client records in AdviserLogic while ensuring compliance and data integrity. Discover the best practices for handling duplicate entries, deceased clients, and inactive records to keep your system organised and up to date.
15 articles
- Deleting a Client in AdviserLogicLearn how to remove a client from your AdviserLogic account
- Combine or Merge Duplicate Client RecordsLearn how to efficiently combine duplicate client records, ensuring data accuracy and a well-organised database
- Locating Hidden, Inactive, or Closed Clients in AdviserLogicLearn how to use the Advanced Search feature in AdviserLogic to find a hidden or inactive client
- Navigating Deceased Clients in AdviserLogic: Best Practices and ProceduresLearn How to Manage Deceased Clients in AdviserLogic: Best Practices and Procedures
- Splitting Client and Partner RecordsLearn how to split Client and Partner records in AdviserLogic when separate financial records are required
- Marry Existing ClientsLearn How to Link Existing Clients as Partners in AdviserLogic
- Switching Primary Client and PartnerLearn how to swap the Primary Client and Partner in AdviserLogic when their roles need to be reversed
- Reverse Fact FindLearn How to Use Reverse Fact Find in AdviserLogic
- Link an Insurance Policy with Super in AdviserLogicLearn how link an insurance policy to a superannuation account in AdviserLogic allowing for efficient policy management & tax benefits
- Design and Distribution Obligations (DDO)Learn how AdviserLogic streamlines DDO compliance with TMD access, reporting tools, and automated document generation
- Creating and Managing Tasks Outside a WorkflowLearn how to create and manage standalone Tasks in AdviserLogic, including using the Options Menu and setting display preferences.
- Using Quick TasksLearn how to add tasks to any client from anywhere in AdviserLogic using Quick Tasks
- Using Quick VaultLearn how to upload a document from anywhere in AdviserLogic and allocate it to any client without opening the client record
- Using Smart Email Shortcuts in AdviserLogicLearn how to use Smart Email Shortcuts in AdviserLogic to quickly import emails, upload documents, and create tasks from your inbox.
- Document Vault in AdviserLogicLearn how to use AdviserLogic’s Document Vault to securely store, manage, and share client documents.