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. ⚙️📄
13 articles
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.
Multi-tier Digital Advice Fee CalculationLearn how to apply flat or tiered fees - choose Single-Tier for simplicity or Multi-Tier to scale fees across portfolio balance thresholds
Digital Advice - AFSL Fee SplittingLearn how to understand and apply AFSL fee splitting in AdviserLogic Digital Advice for accurate fee disclosure and compliance.
Digital Advice - Can I build a library of Reasons and Consequences?Learn how to create and manage a reusable library of justification reasons and consequences in Digital Advice.
Digital Advice - How do I add more custom strategies?Learn how to add more custom strategies to a Digital Advice scenario in AdviserLogic.
Digital Advice - How do I switch ON Digital Advice?Learn how to enable Digital Advice in AdviserLogic so you can start creating advice scenarios and generating client documents.
Digital Advice - How to access SettingsLearn how to access Digital Advice Settings to manage templates and configuration within AdviserLogic.
Digital Advice - How to add additional reasons/consequences to Super Rollover and/or InsuranceLearn how to add additional reasons and consequences to Super Rollover and Insurance records in AdviserLogic.
Digital Advice - Where are the Superannuation and Insurance tabs? Where do I enter existing Super and Insurance details?Learn how to locate and enter existing Superannuation and Insurance details when tabs are not shown in Digital Advice.
Digital Advice - Edit Insurance Providers and ProductsLearn how to save and reuse your preferred insurers and products in Digital Advice for consistent and efficient recommendations.
Digital Advice - How to set up SMA's within Digital Advice (Quick steps)Learn how to configure and use SMAs within Digital Advice to support investment recommendations.
Digital Advice - Separately Managed Accounts (SMA) Setup & UseLearn how to configure and manage Separately Managed Accounts (SMAs) in AdviserLogic for portfolio tracking and reporting.
Digital Advice - SettingsLearn how to configure Digital Advice settings to control templates and defaults for generating compliant advice documents.