Digital Advice General Instructions
Get started with Digital Advice in AdviserLogic by following these general instructions. Learn how to navigate, customise, and generate advice documents efficiently while ensuring accuracy and compliance. This section provides step-by-step guidance to help you create structured, professional, and tailored financial advice with ease. 📄✨
SoA Download Options: DOCX (Word) or PDFLearn how to download and edit SoAs in DOCX (Word) via AdviserLogic, ensuring flexibility and efficiency in advice preparation
Adding Saved Research from Advice Tools to Digital Advice ScenariosLearn how to add saved research from Advice Tools to your Digital Advice scenarios
Digital Advice Scenario ScreenLearn how to manage Digital Advice Scenarios in AdviserLogic, track progress, update data, preview SoAs, and download reports seamlessly