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 (we will also have extra sessions relevant for you from time to time)
Session times: 10:30 a.m. and 11:30 a.m. (AEDT)
Meet the presenters
Christine Le Ray
Customer Success Manager
Sonya O'Mara
Customer Success Manager
Erin Thompson
Customer Success Manager
Tuesday 1 December
10:30 a.m. Ask the Trainer – Fact Find Data Entry
Come along to an open Q&A session with the CSM's, submit your questions before the session below.
Prerequisities for this session:
11:30 a.m. Managing Client Meetings
This session is focused on managing a range of client meetings. Learn how to input client review dates and use dashboard widgets to monitor upcoming meetings, create a suite of email/letter templates to send meeting invitations or reminders.
Thursday 3 December
1:00 p.m. Digital Advice Template Update
This session will take you through the latest changes to the AdviserLogic Statement of Advice Base template.
Monday 7 December
2:00 p.m. Digital Advice Template Update
This session will take you through the latest changes to the AdviserLogic Statement of Advice Base template.
Tuesday 8 December
10:30 a.m. Digital Advice – Income Streams
As we continue to explore the AdviserLogic digital advice tool, this session will take you through the latest update to Income Stream strategies.
11:30 a.m. Fact Find – Custom fields
This session will take a detailed look into creating custom fact find fields. We will also show you to create a custom widget utilising your new custom fields and show you how to report on them.
Tuesday 15 December
10:30 a.m. Fact Find Data Entry – Entities/Client Relationships
This session will take a detailed look into entering a Company, Trust or Self Managed Super Fund. Also learn when to use the Business Client entry.
11:30 a.m. Digital Advice
As we continue to explore the AdviserLogic digital advice tool, this session will take you through producing an SoA.
Tuesday 22 December
10:30 a.m. New User Fundamentals
This session is designed to familiarise a new user with AdviserLogic. It will provide you with a high level overview of navigating through AdviserLogic and cover the basics of adding a client record.
11:30 a.m. Retirement Calculators
This session explores the two standalone calculators – Retirement Planning and Transition to Retirement
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