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
See all 7 articles

Assets/Liabilities

• International Shares & Exchange Traded Funds (ETF)
• Signature Reports in AdviserLogic
• How to add transactions in assets

Portfolio

• How to add Adviser Service Fees (Percentage, %, Dollar, $, Scale, Tiers)
• How to manage your 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
See all 7 articles

Superannuation

• ★ SMA Fees Methodology
• SMSF Structure Improvements:
• ...get my SMSF to show in the Super Rollover tool?

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
See all 9 articles

Diary

• How to use Diary in Adviserlogic
• How to import Outlook appointments into AdviserLogic Diary

FactFind

• FinaMetrica (Everything you need to Know)
• How to Add Fringe Benefits

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
See all 22 articles

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
See all 11 articles

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
See all 16 articles

Zapier

• ★ Zapier (Everything you need to know)
• Zapier: Record setup in AdviserLogic after an Action in Zapier (Only for new Records)

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
See all 11 articles

Datafeeds

• ★ Available Datafeeds (Data Feeds)
• ★ Linear Data feed
• ★ Share Datafeed Option
• AIA Datafeeds (Data Feeds)
• AMG Super Datafeeds
• AMP North Datafeeds (Data Feeds)
See all 42 articles

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
See all 17 articles

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
See all 7 articles

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
See all 7 articles

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
See all 15 articles

Database Segmentation

• ★ How to create Database Segments
• Database Segment - Update Related to Compliance Dates
• Scheduled Segment Exports
• Database Segmentation Fields

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
See all 9 articles