Upcoming AdviserLogic Webinars
Ongoing live training webinars
Our live training webinars are designed and delivered by our specialist customer success managers exclusively for Morningstar AdviserLogic subscribers. See below for more details and please join us for any sessions that are of interest to you.
When: Every Tuesday at 12:00 p.m. AEDT. (we will also have extra sessions relevant for you from time to time)
Meet the Presenters
Tuesday 26 October
12:00 p.m. Practice Management Tools
Presenter: Dean Hangyu
Explore AdviserLogic Practice Management Tools and learn about some of the efficiencies that you and your Practice can gain by setting up:
• Categories
• Clients and File Notes
• Risk Profile
• Service Levels
Tuesday 2 November
12:00 p.m. Morningstar Research & AdviserLogic
Presenter: Dean Hangyu & Mark McPhee
Discover how Morningstar Research integrates with AdviserLogic. Join us for this webinar where we’ll present:
• Morningstar’s equity and fund research methodology.
• Explore the key components of the available Morningstar Research Documentation.
• How to best integrate Morningstar with AdviserLogic.
Tuesday 9 November
12:00 p.m. New User Session
Presenter: Christine Le Ray
A great starting point for new users of AdviserLogic, this high-level session covers how best to learn about features, training and account set-up.
It is recommended you have watched the Getting Started sessions via our eLearning site to familiarise yourself with basic navigation of the site and data entry
Tuesday 16 November
12:00 p.m. Fact Find Data Entry - Assets & Liabilities
Presenter: Minh Le
When it comes to data entry for advice production accuracy is important.
In this webinar, we will showcase how to enter your clients existing Assets and Liabilities and uncover some of the tips and tricks.
Tuesday 23 November
12:00 p.m. Introducing Ivon Gower – AdviserLogic Product Update
Presenters: Paayal Sharma & Ivon Gower
We are delighted to invite Ivon Gower, Director of Financial Planning Products (Morningstar) as our special guest.
During this webinar we will:
• Provide an overview of AdviserLogic’s long-term product vision
• Look at what we plan to deliver over the next 3 months
• Discuss how you can contribute to the product roadmap
• Allow you the opportunity to ask questions
Tuesday 30 November
12:00 p.m. Digital Advice for Beginners
Presenters: Dean Hangyu
The Digital Advice module is used to produce advice documents in AdviserLogic.
This session will cover:
• The basics of Digital Advice
• How to access the module
• Template selection
• Selecting strategies and downloading to word
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