Digital Advice Tools
Digital Advice Tools in AdviserLogic provide comprehensive research on insurance, superannuation, and investment providers and products. This section covers how to compare policies, analyse fund Fees and products, assess investment options, and generate reports, ensuring you can make informed recommendations tailored to your clients' needs. 📊🔍✅
11 articles
Advice Tools - Platform Features ResearchLearn how to compare Investment Features effectively, analysing key differences to make informed, client-focused investment decisions.
Digital Advice - Advice Tools - Platform Fees ResearchLearn how to compare investment fees in AdviserLogic, analyzing platform, management & transaction costs to optimise client recommendations
Digital Advice Tools - Needs AnalysisLearn how to set default values in the Needs Analysis tool for consistent client assessments, including returns, expenses, and medical costs
AdviserLogic Tools – Non Super Platforms (Investment Platforms)Learn how to use AdviserLogic’s tools to add non super investment platforms.
Digital Advice - Super Features ComparisonLearn how to compare superannuation products and fees quickly using the AdviserLogic Digital Advice Super feature.
Digital Advice - Super Fee ComparisonLearn how to compare superannuation platform fees in AdviserLogic’s Digital Advice to help identify the most cost-effective options for clients.
Digital Advice - Advice ToolsLearn how to use Advice Tools in AdviserLogic to research, compare, and support compliant client recommendations.
Digital Advice - Advice Tools - Insurance Research HomeLearn how to use Insurance Research in AdviserLogic to compare insurance products and support compliant advice recommendations.
Digital Advice - Advice Tools - Platform Research HomeLearn how to use Investment Research in Digital Advice Tools to analyse and compare investments for client recommendations.
Digital Advice - Superannuation ResearchLearn how to compare superannuation funds and conduct research within AdviserLogic Digital Advice.
Digital Advice – Income Protection & Superannuation Guarantee Contribution CalculatorLearn how to use the Income Protection and Superannuation Guarantee Contribution Calculator in AdviserLogic Digital Advice.