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 11:30 a.m. AEST (we will also have extra sessions relevant for you from time to time)
Meet the Presenters
Tuesday 10 August
11:30 a.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 17 August
11:30 a.m. Advice Tools - Super Research and Fees
Presenter: Paayal Sharma
Learn how AdviserLogic’s Advice Tools module allows you to access and perform independent super fund research and fee comparisons.
Tuesday 24 August
11:30 a.m. Digital Advice - Strategy session
Presenter: Minh Le
This session assumes you have a basic understanding of the Digital Advice module. In this session we will demonstrate completing a real life multi strategy scenario.
Please submit a scenario you would like seen demonstrated via the Questions & Comments box upon registration.
It is recommended that you have a basic understanding of the Digital Advice module before attending this session. Watch the Digital Advice Overview and Settings session via our eLearning site.
Tuesday 31 August
11:30 a.m. Advice tools: Risk Quoting & Research
Presenter: Dean Hangyu
This session will showcase AdviserLogic’s Risk Research & Quoting tools, powered by Omnium.
We will cover:
- Needs analysis data input and assumptions
- Comparison of insurance product features and premiums to help support your recommendations.
Tuesday 7 September
11:30 a.m. Discover The New Compliance Module (Service Fee Disclosure)
Presenter: Minh Le
Discover how the new Compliance module in AdviserLogic has been designed to help you meet and monitor your enhanced FDS requirements.
Tuesday 14 September
11:30 a.m. New User Session
Presenter: Paayal Sharma
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 21 September
11:30 a.m. Advice tool: Platform Research and Fees
Presenter: Dean Hangyu
Learn how AdviserLogic’s Advice Tools module allows you to access and perform independent platform research and fee comparisons
Tuesday 28 September
11:30 a.m. Digital advice - Beginners session
Presenter: Christine Le Ray
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
It is recommended that you have a great understanding of Fact Find Data entry.
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