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: 11:30 a.m. and 12:30 p.m. (AEST)
Meet the Presenters
Tuesday 11 May
11:30 a.m. Using & Managing Workflows
Presenter: Leanne Kenworthy
This is a follow up session to last months - Workflows Principles session. Now that you have build your workflows, this session covers how to use and manage the tasks day to day. Also, how to report on your practices workflows.
It is recommended you have watched the Workflows Principles session on our eLearning site.
Tuesday 18 May
11:30 a.m. Datafeeds
Presenter: Paayal Sharma
Learn about what datafeeds are, the benefits of them are and setting up datafeeds; including useful resources and troubleshooting.
12:30 p.m. Emailing your Clients on Bulk
Presenter: Leanne Kenworthy
Create email templates and client lists so you can communicate with your clients on bulk.
Tuesday 25 May
11:30 a.m. Importing Revenue Data into AdviserLogic
Presenter: Christine Le Ray
Getting your revenue data into AdviserLogic means you can utilise the FOFA functionality and produce Fee Disclosure statements and Renewal Notices.
12:30 p.m. Reporting on Client Data - Data Segments Beginners Session
Presenter: Erin Thompson
Learn how to search and report on your client database using the Data Segments functionality.
Morningstar Investment Conference
Wednesday 2 and Thursday 3 June
The Morningstar Investment Conference is designed to help investing professionals recognise lessons from the past, understand what’s happening right now, and peek around the corner to see what’s next.
This year, we will be hosting an all-digital event on 2 and 3 June that you can join from wherever you are. We are also excited to welcome back advisers to our in-person event on 3 June at the International Convention Centre.
Tuesday 8 June
11:30 a.m. Reporting on Client Data using Data Segments - Advanced
Presenter: Erin Thompson
This is a follow up session from last months Data Segments Basics session. In this session we will build some more detail reports using filters and brackets
12:30 p.m. Retirement Goals & TTR Calculator
Presenter: Minh Le
Learn about the standalone calculator for retirement goals and transition to retirement and how you can integrate these calculations into the Digital Advice scenario.
Tuesday 15 June
11:30 a.m. Morningstar Research & AdviserLogic
Presenter: Leanne Kenworthy
We are pleased to invite you to learn more on using and implementing Morningstar research into your AdviserLogic procedures.
What you will learn in this webinar; increase your knowledge of Morningstar's equity and fund research methodology, understand key parts of the research documents available, learn how to best integrate Morningstar research with AdviserLogic, ask our Customer Success Managers representing Morningstar and AdviserLogic.
12:30 p.m. Digital Advice SoA Production for Beginners
Presenter: Paayal Sharma
The Digital Advice tool is used to produce a Statement of Advice in AdviserLogic. This session will cover; the basics of the Digital Advice tool, how to access the tool and the most up to date SoA template, selecting strategies, downloading the SoA to Word.
We recommend you have a solid understanding of Fact Find Data Entry.
Tuesday 22 June
11:30 a.m. Change to FOFA management in AdviserLogic
Presenter: Christine Le Ray
Learn about the upcoming changes to the FOFA module in AdviserLogic.
12:30 p.m. Digital Advice - Strategy
Presenter: Christine Le Ray
This session assumes you have a basic understanding of the Digital Advice tool. In this session we will demonstrate completing a real life multi strategy scenario. Please submit a scenario you would like seen demonstrated via the Question link below.
Its best to have a foundation understanding of the Digital Advice tool before attending this session. Watch the Digital Advice Overview and Settings session on our eLearning site.
Tuesday 29 June
11:30 a.m. AdviserLogic & The Client Journey
Presenter: Leanne Kenworthy
In this session, we will take you through the client advice journey and demonstrate how AdviserLogic can assist you along the way. Learn how you can apply the different features of AdviserLogic in your own practice.
Its best to have a foundation understanding of the Digital Advice tool before attending this session. Watch the Digital Advice Overview and Settings session on our eLearning site.
12:30 p.m. Cashflow - Strategy
Presenter: Minh Le
This session assumes you have a basic understanding of the Cashflow tool. In this session we will demonstrate modelling some real-life strategies in the Cashflow tool. Please submit a scenario you would like seen demonstrated via the Question/Comments box upon registration.
A basic understanding of the Cashflow tool is required, please watch out Cashflow Basics sessions.
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