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: Join us on a Tuesday at 11:00 a.m. AEST. (we will also have extra sessions relevant for you from time to time)

Meet the Customer Success Team

Benefits of using Separately Managed Accounts (SMAs) Grouping
Tuesday 5 July, 11:00 a.m. - 11:45 a.m. (AEST)
Presenter: Paayal Sharma
Come along and discover how you can benefit by using the Group SMA feature to help with advice production and disclosure of investment fees and costs at SMA level via Digital Advice.

It is recommended that you have a fundamental understanding of the Digital Advice module before attending this session. Watch the Digital Advice Overview and Settings session via our eLearning site.

Ivon's Product Update
Tuesday 19 July, 11:00 a.m. - 11:45 a.m. (AEST)
Presenter: Ivon Gower
During this session, Ivon Gower (Director of Financial Planning Products) will provide an update on our AdviserLogic product roadmap – how we are tracking towards our long-term vision and what we plan to deliver over the next quarter.

Morningstar Investment Conference
On-Demand
CPD Accreditation Available
There is still time to watch all the sessions on-demand from the Morningstar Investment Conference. Hear from some of the industry's top minds on tracks ranging from portfolios, asset allocation and key growth trends to Australian and global equities and fixed interest. 
 
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