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 Team

Customise your Advice Templates in AdviserLogic

Tuesday 28 March, 12:00 p.m. - 12:45 p.m. (Sydney Time)

Presenter: Erin Thompson

Learn how to modify an SOA or ROA to suit your practice needs using our Template Designer tool.

Register here