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  1. AdviserLogic
  2. AdviserLogic Digital Advice Adoption Guide
  3. Digital Advice Strategy Flows

Digital Advice Strategy Flows

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  • Adding a New SMSF Platform / Switching Investment Options within a SMSF
  • Group SMA Functionality
  • Personal Insurance - Automated Product Replacement
  • Rebalance Non-super Portfolio (Digital Advice Strategy)