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