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
- Cash Account
- Separately Managed Accounts (SMA) Setup & Use
- How to Create a Personal Only Advice / SMSF Only Advice / Personal and SMSF Advice SoA
- How to Access the Digital Advice Module
- Digital Advice Settings
- Digital Advice – Advice Scenario Card
Digital Advice Builder
- Add/ Switch Platform strategy
- Design and Distribution Obligation in AdviserLogic
- Digital Advice – Navigation
- SoA Download in Docx (Word)
- Digital Advice – Advice Data Entry
- Digital Advice – Editing Advice In Build
Digital Advice Template Editor
AdviserLogic Advice Templates
- ★ Digital Advice | Updates to Base SOA | February 2022
- ★ AdviserLogic Base SoA Release Notes | Feb 2021
- Digital Advice | Updates to Base SOA | November 2021
- Digital Advice | Updates to Base ROA| October 2021
- Digital Advice | Updates to Base SOA | October 2021
- Digital Advice | Updates to Base SOA | June 2021
Digital Advice Strategy Flows
Digital Advice Tools
Digital Advice - Strategy Examples
Digital Advice Troubleshooting
AdviserLogic Support Documents
Adviser Home
- ★ Tasks Widget
- Upcoming Appointments Widget - Integration via Zapier
- Individual Categories and How to Set Them
- How to Create Custom Widget
- Review Meeting Management Widget
- Affinity Index
Assets/Liabilities
Portfolio
AdviserLogic Profile
- ★ How to setup security in AdviserLogic
- ★ Introduction to AdviserLogic
- FAQ's for Praemium's Separately Managed Accounts (SMAs)
- Welcome to your Help Center!
- AdviserLogic's Help Centre goes live
- Notifications in AdviserLogic
Superannuation
Reports
- Comprehensive Investment Report
- Fees related changes in AdviserLogic
- Fee enhancements in Digital Advice and Templates, Superannuation, Portfolio and Docx Templates
- Portfolio X-Ray Enhancements
- Portfolio X-Ray
- Income and Growth Report
Diary
FactFind
Tools
- Client Web Portal (Investor's Version)
- Client Web Portal Setup (Adviser Version)
- Client Web Portal (CWP)
- myprosperity Integration with AdviserLogic
- How to use “Custom Fact Find Tables” Functionality of Custom Fact Find
- How to add a new File note category and Template
RiskLogic 2.0
- Omnium Risk Research Methodology
- Saving the list of Insurers and Products
- Needs Analysis - Reducing TPD insurance amount by Income Protection Payment
- Commission structure settings in RiskLogic
- FAQs- Omnium Insurance
- Justifications- Omnium Insurance
SuperLogic 2.0
- Re- Contribution Strategy | Digital Advice
- How to link Insurance policy with Super- SuperLogic 2.0
- How to archive or re-open an archived super fund- SuperLogic 2.0
- Existing Superfunds- SuperLogic 2.0
- How to delete a Superfund- SuperLogic 2.0
- How to map a Superfund - SuperLogic 2.0
Zapier
FOFA Compliance
- Switching to Transitional Clients Status
- Next Year Fee Projection
- Enhancement in Service Fee Disclosure Widget to include Anniversary Column
- Track Fees & Services in Service Fee Disclosure - Compliance Tab Without Adding Dates
- Service Fee Disclosure Widget
- Ongoing Fee Arrangements - From 31 August 2021
Datafeeds
- ★ Available Datafeeds (Data Feeds)
- ★ Linear Data feed
- ★ Share Datafeed Option
- AIA Datafeeds (Data Feeds)
- AMG Super Datafeeds
- AMP North Datafeeds (Data Feeds)
Client Administration
- ★ User Access Controls 2.0
- FIXED TERM AGREEMENT
- How to marry existing clients
- ...switch my client and partner around?
- How do I combine or merge these duplicate client records?
- How to delete a client's record
Tasks & Workflows
- ★ How to Reassign tasks in AdviserLogic.
- Workflow 2.0
- How to Create 'Task Pool' groups
- How to set up custom Task Types
- How to create and manage tasks outside of a workflow
- How to set up a basic workflow
Cash Flow
- Super Withdrawal Strategy
- SMSF Strategies
- Investment Portfolio Fee Option
- SMSF Modelling within Cashflow Scenario
- Cashflow 2.0> How to Add Defined Benefit Pension
- Cash Flow 2.0
Client Contact Management
- New Feature – Generate/E-mail Template
- E-mail Functions
- Import Email - Upload document in Document Vault (@D Function)
- Group Management
- How to Add an Email Signature
- How to import emails to AdviserLogic
Database Segmentation
Miscellaneous
- ★ Basic Chrome Troubleshooting Steps (Try this first!)
- Central Sign-In for AFSL Dashboard
- Document Vault Integration with Adobe Digital Signature
- Enhancement to increase security on the email module.
- FEE COMPLIANCE MODULE
- Central Sign-In for Adviserlogic
PayLogic Support Documents
Fixed Fee
- How to add fixed fee name
- How to Update the Fixed Fee
- How to create the Fixed Fee for an Adviser Group
- How to skip the Fixed Fee
- How to stop further charges for applied Fixed Fees
- How to apply Fixed Fees in Process Payout
Adviser Group Setup
Schema
Standard Reports
Mapping
New Accounts Report
Proportion Fees
- How to add the Proportion Fee Name from Admin section
- How to create the Proportion Fee for an Adviser Group
- How to Update the Proportion Fee
- How to apply Proportion Fees in Process Payout
- How to see confirmed Proportion Fees for Adviser Group
- What happens when you try to delete the confirmed 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
- Advance/Reserve
- Mapping Bounced Records
- New Product Provider Screen
- Adviser Tab Update At Licensee Level
- New Client Screen
- Client Group Screen
Advance/Reserve
Direct Adviser Group Reports
Frequently Asked Questions
- How to update rebate amount for a client?
- Does the statement need a New Product Provider?
- Error while uploading Colonial First Wrap statements
- Issue while uploading a data file
- Duplicity of uploaded statements
- "No Schema found" message