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Digital Advice Setup/Settings

Discover how to customise and optimise your Digital Advice Templates in AdviserLogic by adjusting key setup and settings. This section guides you through configuring preferences, fine-tuning templates, and managing default settings, ensuring a seamless and efficient advice generation process. ⚙️📄

Digital Advice - Add/ Remove Justifications for Add/Switch PlatformLearn how to add and preset justifications in AdviserLogic’s Digital Advice module to enhance compliance, transparency, and efficiency.