Investment Strategies

Discover how to develop and optimise investment strategies to help clients achieve their financial goals. This section covers asset allocation, risk profiling, diversification, portfolio construction, and tax-effective investing, ensuring a well-structured and strategic approach to wealth creation. 📈💰✅

24 articles

Digital Advice - Investment Strategies - Rebalance PortfolioLearn how to rebalance a client’s existing investment portfolio using AdviserLogic’s Digital Advice strategy.
Digital Advice – Add/Switch Platform + Strategy EnhancementLearn how to separate or consolidate portfolios when switching to the same platform in Digital Advice
Digital Advice - Investment Strategies - Borrow to InvestLearn how to recommend and document a Borrow to Invest strategy using AdviserLogic’s Digital Advice module
Digital Advice - Investment Strategies - Budgeting - Adjust your CashflowLearn how to use the Budgeting – Adjust Your Cashflow strategy to recommend a cashflow budget adjustment for clients in AdviserLogic.
Digital Advice - Investment Strategies - Buy a New Principal ResidenceLearn how to use the Buy a New Principal Residence investment strategy in AdviserLogic Digital Advice to recommend a client’s principal home purchase.
Digital Advice - Investment Strategies - Buy Investment PropertyLearn how to model a Buy Investment Property strategy in Digital Advice and include it in a client scenario.
Digital Advice - Investment Strategies - Buy/Sell InvestmentsLearn how to use the Buy/Sell Investments strategy in AdviserLogic Digital Advice to update a client’s investment holdings by selling existing investments and acquiring new ones.
Digital Advice - Investment Strategies - Cash-Out Term DepositLearn how to configure a Cash Out Term Deposit strategy in Digital Advice Investment Strategies.
Digital Advice - Investment Strategies - Debt ConsolidationLearn how to use the Debt Consolidation strategy in AdviserLogic Digital Advice to combine multiple debts into a single facility and simplify client repayments.
Digital Advice - Investment Strategies - Downsizing Principal ResidenceLearn how to recommend a downsizing strategy for a client’s principal residence using AdviserLogic Digital Advice.
Digital Advice - Investment Strategies - Establish MDALearn how to add the Establish an MDA investment strategy in AdviserLogic Digital Advice to recommend a Managed Discretionary Account.
Digital Advice - Investment Strategies - Gearing Using Home EquityLearn how to recommend gearing using home equity within AdviserLogic Digital Advice to support leveraged investment strategies.
Digital Advice - Investment Strategies - Invest in a Funeral FundLearn how to use the Invest in a Funeral Fund strategy in AdviserLogic Digital Advice to recommend a funeral bond for end-of-life planning.
Digital Advice - Investment Strategies - Invest in an SMALearn how to recommend investing in a Separately Managed Account (SMA) within AdviserLogic Digital Advice.
Digital Advice - Investment Strategies - Invest in Direct SharesLearn how to use the Invest in Direct Shares strategy in AdviserLogic Digital Advice to recommend listed shares within a client’s investment portfolio.
Digital Advice - Investment Strategies - Invest in Mortgage FundLearn how to use the Invest in Mortgage Fund strategy in AdviserLogic Digital Advice to recommend mortgage fund investments in client portfolios.
Digital Advice - Investment Strategies - Invest in Term DepositLearn how to recommend investing in a term deposit using the Investment Strategy in AdviserLogic Digital Advice.
Digital Advice - Investment Strategies - Maintain/ Establish Cash ReserveLearn how to recommend maintaining or establishing a cash reserve within an investment strategy in AdviserLogic Digital Advice.
Digital Advice - Investment Strategies - Make Regular InvestmentsLearn how to recommend and configure the Make Regular Investments strategy in AdviserLogic Digital Advice.
Digital Advice - Investment Strategies - Salary PackagingLearn how to create a Salary Packaging investment strategy in AdviserLogic Digital Advice to recommend tax-effective salary packaging arrangements for clients.
Digital Advice - Investment Strategies - Sell PropertyLearn how to use the Sell Investment Property strategy in AdviserLogic Digital Advice to recommend the sale of an existing investment property.
Digital Advice - Investment Strategies - Set Up an Offset AccountLearn how to recommend and document an offset account strategy within AdviserLogic Digital Advice to reduce loan interest and improve cash-flow efficiency.
Digital Advice - Investment Strategies - Tax Effective Insurance BondLearn how to recommend a tax-effective insurance bond investment strategy within AdviserLogic Digital Advice.
Digital Advice - Investment Strategies - Use Investment PlatformLearn how to recommend an investment platform within Digital Advice using the Use Investment Platform strategy template.