Welcome to the Morningstar AdviserLogic Help Article Library

AdviserLogic and PayLogic Help Article Library

AdviserLogic Digital Advice Adoption Guide

Digital Advice Usage Guide

Digital Advice Getting Started

Digital Advice Builder

Digital Advice Template Editor

AdviserLogic Advice Templates

See all 8 articles

Digital Advice Strategy Flows

Digital Advice Tools

Digital Advice - Strategy Examples

Digital Advice Troubleshooting

AdviserLogic Support Documents

Adviser Home

See all 7 articles

Assets/Liabilities

Portfolio

AdviserLogic Profile

Superannuation

Reports

See all 8 articles

Diary

FactFind

Tools

See all 18 articles

RiskLogic 2.0

See all 11 articles

SuperLogic 2.0

See all 15 articles

Zapier

FOFA Compliance

Datafeeds

See all 41 articles

Client Administration

See all 16 articles

Tasks & Workflows

See all 7 articles

Cash Flow

See all 7 articles

Client Contact Management

See all 15 articles

Database Segmentation

Miscellaneous

PayLogic Support Documents

Fixed Fee

See all 10 articles

Adviser Group Setup

Schema

Standard Reports

Mapping

New Accounts Report

Proportion Fees

Fee Commission Payment Stream

Fee Transactions

Create and setup Adviser Group Logins

Licensee Referrer

Split rules for Adviser Group and Referrer

Adviser Set Up

Upload Data File

Licensee Dashboard

Product Providers

Updates

See all 7 articles

Advance/Reserve

Direct Adviser Group Reports

Frequently Asked Questions

See all 11 articles

Self Service

Payout Process