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 12:00 p.m. Sydney Time. (we will also have extra sessions relevant for you from time to time).

Please see our sessions below and register to any that interest you.

Meet the Customer Success Team

Sending your end-of-year Christmas email – Using Email Templates
Tuesday 6 December, 12:00 p.m. - 12:45 p.m. (AEDT)
Presenter: Erin Thompson
It’s time to send out your end-of-year client email; create efficiencies in your practice by using email templates to communicate with your clients.

This session will cover:
  • How to create an email template
  • Create client lists to target email communications to specific groups of clients
  • Learn some tips to make the email smartphone friendly

Client Web Portal (CWP)
Tuesday 13 December, 12:00 p.m. - 12:45 p.m. (AEDT)
Presenter: Erin Thompson
Discover the modern and secure Client Web Portal (CWP) that has been designed to help you engage with your clients digitally with the ability to view their investments and share documents seamlessly through two-way communication

 
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