Account Setup
Learn how to set up your AdviserLogic account, so you can start leveraging its powerful features to streamline your workflow, manage clients efficiently, and create outstanding financial advice.
19 articles
- Adviser Docs – Your Resource HubLearn how to store, organise, and access your practice’s documents in Adviser Docs — keeping everything secure and easy to find
- Docusign Integration in AdviserLogic Document VaultLearn how to send, track, and manage digital signatures directly from the Document Vault with AdviserLogic’s new DocuSign integration
Risk Profiles
Set up Risk Profiles in AdviserLogic to assess and manage clients' risk tolerance effectively.
- Setting Up Your Custom AdviserLogic Risk ProfileLearn how to create and customise your AdviserLogic Risk Profile to align with your client’s financial goals and risk tolerance.
- Morningstar Risk Profiling - Powered by FinaMetricaLearn how to use the Morningstar Risk Profiler Powered by Finametrica to assess your client’s risk tolerance and investment suitability
Email and SMS
Learn how to set up your emails and SMS for seamless client communication.
- FAQ: Using the Email System in AdviserLogicFrequently asked questions about the email Module answered
- Email Group ManagementLearn how to easily create and manage client groups for efficient bulk email communication
- Adding an Email SignatureLearn how to create and manage email profiles in AdviserLogic to customise your sender details and signature for professional communication
- How to Change Import Email IDsLearn how to change your AdviserLogic Import Email ID
- Importing Emails into AdviserLogicLearn how to import emails into AdviserLogic to maintain accurate client records and file note management
- Using Email Templates in AdviserLogicLearn how to create, personalise, and manage reusable email templates for consistent client communication
- How to Send and Manage Emails in AdviserLogicLearn how to manage client emails, apply smart filters, personalise content, and log communications automatically using built-in email tools
- Tracking Sent Emails in AdviserLogicTrack sent emails in AdviserLogic using filters and status icons to view opens, clicks, and delivery history with ease
- Securely Sending Emails from AdviserLogicLearn why emails are sent from [email protected] and how to ensure clients reply to your email address
- Sending Emails and SMS from the Client Home ScreenLearn how to send emails and SMS directly from the Client Home screen in AdviserLogic - quick, effortless, & pre-filled with client details
Tools
Discover everything you need to know about the Tools Section in AdviserLogic, set up your account for optimal performance and efficiency.
- Custom ProductsLearn how to create Custom Products
- Creating CategoriesLearn how to create Categories
- How To Upload And Send a New FSG (Financial Services Guide)Learn how to upload a new FSG and send it to clients using AdviserLogic.
- Tools - How to Create 'Task Pool' groupsLearn how to create Task Pool groups to assign tasks to teams instead of individual users.
- Tools - Practice Management - Quick DocsLearn how to access and use Quick Docs in AdviserLogic to streamline document creation and improve workflow efficiency.