Upcoming AdviserLogic Webinars
Join our live training webinars that 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 and Thursday
Session times: 10:30 a.m. and 11:30 a.m. (AEST)
Meet the presenters
Deborah Graham
Customer Success Manager
Christine Le Ray
Customer Success Manager
Erin Thompson
Customer Success Manager
Tuesday 7 July
10:30 a.m. Fundamentals, an overview
Presenter: Deborah Graham
This session will provide you with a high level overview of navigating through AdviserLogic and cover the basics of adding a client record.
For a deeper dive into Fact Find data input, register for the 'Client fact find data' session on 14 July or 30 July at 10:30 a.m.
11:30 a.m. Practice management
Presenter: Deborah Graham
This session is focused on ensuring your account is set up to provide maximum efficiency. We will cover off; setting up an Approved Product List (APL), creating model portfolios, setting up risk profiles and creating file note categories and templates.
Thursday 9 July
10:30 a.m. Digital advice overview
Presenter: Erin Thompson
As you start to explore the digital advice solution in AdviserLogic, this session will provide a foundation in understanding the basics. This session is designed to familiarise you with the digital advice tool and will spend time exploring the editing functionality.
11:30 a.m. FOFA compliance account setup
Presenter: Deborah Graham
Starting at the beginning, FOFA Compliance Account Setup is part one of 2 FOFA Compliance webinars. The session focuses on setting up your AdviserLogic account so it is ready to produce your FDS and Opt in documents when needed. We will cover; setting up service packages and linking to clients, managing FDS & Opt in dates in client records, uploading client fees into AdviserLogic.
The follow up session will cover off creating the FDS & Opt in letters and recording their delivery.
Tuesday 14 July
10:30 a.m. Client fact find data
Presenter: Christine Le Ray
To get the most out of AdviserLogic it is important that your client fact find data is entered in correctly. This session will take a detailed look into entering client fact find data pointing out how the data is used throughout the SoA production.
11:30 a.m. Client management
Presenter: Erin Thompson
To support you in getting more out of AdviserLogic this session will focus on better ways to understand your client data in order to communicate with them. This session will cover; data segmentation, client reporting and creating email & letter templates.
Thursday 16 July
10:30 a.m. Risk comparison
Presenter: Erin Thompson
This session will provide you with an understanding of how to use the risk comparison tool in AdviserLogic. We will look at; existing insurance policies, needs analysis, risk comparisons and AdviserLogic default settings.
11:30 a.m. Workflow management - Account setup
Presenter: Deborah Graham
Streamline business processes by documenting them through the workflows module in AdviserLogic. This session is part 1 and will take you through how to create workflows and their underlying tasks.
The follow up session will cover off the ongoing management of workflows, including reporting.
Tuesday 21 July
10:30 a.m. Digital advice SoA generation
Presenter: Erin Thompson
As we continue to explore the AdviserLogic digital advice tool, this session will take you through producing an SoA including the following strategies; super rollover and insurance replacement.
11:30 a.m. FOFA compliance producing FDS & Opt in documents
Presenter: Deborah Graham
This is the second part of our FOFA Compliance sessions. Now that you have setup AdviserLogic with service levels, FDS & Opt in dates and uploaded client fees, we can look at creating client FDS & Opt in letters. This session will cover off; producing FDS & Opt in letter, tracking delivery, FDS & Opt in reporting and quick docs.
We will look at producing FDS & Opt in documents - individually & in bulk and the associated.
Thursday 23 July
10:30 a.m. Super comparison
Presenter: Christine Le Ray
This session will provide you with an understanding of how to use the super comparison tool in AdviserLogic. We will look at; existing super accounts, super comparisons and AdviserLogic default settings.
11:30 a.m. Fundamentals, an overview
Presenter:Deborah Graham
This session will provide you with a high level overview of navigating through AdviserLogic and cover the basics of adding a client record.
For a deeper dive into Fact Find data input, register for the Fact Find Data session.
Tuesday 28 July
10:30 a.m. Workflow management
Presenter: Deborah Graham
This is part 2 of our workflows webinars, now that you have created your workflows, this session will be focussed on the ongoing management. We will cover off; linking workflows to clients, tracking completion of tasks and reporting.
11:30 a.m. Cashflow
Presenter: Erin Thompson
Now you have a greater understanding of inputting fact find data, this session will provide you with an understanding of how the cashflow modelling tool works. This session will provide an overview of the cashflow modelling tool and its functionality.
Thursday 30 July
10:30 a.m. Digital advice SoA generation
Presenter: Deborah Graham
As we continue to explore the AdviserLogic digital advice tool, this session will take you through producing an SoA including the following strategies; portfolio rebalance.
11:30 a.m. Client fact find data
Presenter: Christine Le Ray
To get the most out of AdviserLogic it is important that your client fact find data is entered in correctly. This session will take a detailed look into entering client fact find data pointing out how the data is used throughout the SoA production.
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