Digital SoA Template changes for your practice
If you would like to use the AdviserLogic template but apply changes to some pages, this is possible. Important information you need to know:
Changes – Theme
A fee of $3,000 (plus GST) will have your colour and font applied to the template.
This fee also includes adding in Disclosure Page text if required.
Note: limited fonts are available.
Changes – All other
A fee of $200 (plus GST) per page.
Changes - Timeframe
Our template team work in two week sprints. Requests once fully defined and approved will be assigned an upcoming sprint for the work to be completed. You will be advised of an estimated completion date when the work will be ready for your review and approval.
Changes - Request Process
Please email AdviserLogicSupport@morningstar.com to request changes for your practice. You will be contacted by one of our Implementation Consultants to discuss your needs and clarify your requirements.
A Digital SoA Template from your existing template
Please email AdviserLogicSupport@morningstar.com to request a new template for your practice. You will be contacted by one of our Implementation Consultants to discuss your needs and clarify your requirements.