Client Enagement
Enhance your client relationships with AdviserLogic’s Client Engagement features, designed to streamline communication, improve responsiveness, and strengthen trust.
17 articles
- Using the SMS SystemLearn how to set up, verify, and manage your SMS profile in AdviserLogic, ensuring seamless client communication and compliance
- How to Use Mail Merge to Create Letter TemplatesLearn how to generate personalised client documents using Mail Merge in AdviserLogic with Microsoft Word — efficient, accurate, and branded
- Integrating Mailchimp with AdviserLogic (via Datafeed)Learn how to connect your Mailchimp account to AdviserLogic using an API key and sync client groups for easy email marketing
- SMS Profiles: ACMA Sender ID Registration ChangesLearn how to ensure your SMS sender IDs meet ACMA requirements and avoid them being marked as "Unverified" on July 1 2026
- AdviserLogic Emails Security EnhancementLearn how AdviserLogic now sends emails securely from the Morningstar domain to protect your communications
- How to Set Up the Birthday SMS in AdviserLogicLearn how to configure and automate Birthday SMS messages for your clients in AdviserLogic.
- Tool - Client Web Portal - Master Client AccessLearn how to monitor client engagement and Client Web Portal access status using Master Client Access in AdviserLogic.
- Client Web Portal – Understanding CalculationsLearn how Client Web Portal calculates investment values, returns, balances and portfolio information displayed throughout the portal.
- Client Web Portal SetupLearn how to enable and configure the Client Web Portal for your clients in AdviserLogic
- Client Web Portal - Setup - Client versionLearn how to register, access and manage your Client Web Portal account, including creating and resetting your password.
- Client Web Portal - SettingsLearn how to control which pages and sections are visible to clients within the Client Web Portal.
- Client Web Portal - IntroductionLearn how to navigate the Client Web Portal and understand the information available on the Overview, Investments and Documents pages.
- Client Web Portal - InsuranceLearn how to view insurance information in the AdviserLogic Client Web Portal.
- Client Web Portal - Client login Multi Factor Authentication (MFA)Learn how to set up and use Multi-Factor Authentication (MFA) when logging in to the AdviserLogic Client Web Portal.
- Client Login Setup & Management in AdviserLogicLearn how to set up, manage and troubleshoot client login access in AdviserLogic
- Client Login - How to Access and use Client Login (Client Version)Learn how to access the Client Login portal from a client's perspective and understand the client experience.
- Client Web Portal - Adviser Preview and SyncLearn how to preview and verify your client's Client Web Portal data before enabling access.