Client Enagement
Enhance your client relationships with AdviserLogic’s Client Engagement features, designed to streamline communication, improve responsiveness, and strengthen trust.
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