AdviserLogic Webinars for June

Throughout the month of June, we're holding 14 webinars to help you get the most out of AdviserLogic. We hope you join us − registration details below

Every Tuesday

11:30 a.m. / 2:30 p.m. / 4:00 p.m.

AEST

2 June sessions

11:30 a.m. AdviserLogic Fundamentals Part 1

This session will provide you with a high level overview of navigating through AdviserLogic.

For a deeper dive into Fact Find data input, there is another session this month called AdviserLogic Fundamental Part 2.

Webinar closed

2:30 p.m. AdviserLogic Practice Management

This session will cover off the setup of practice defaults in AdviserLogic.

Setting up an Approved Product List (APL)
Creating Model Portfolios
Setting up Risk Profiles

Webinar closed

4:00 p.m. AdviserLogic Digital Advice Overview

This session is designed to familiarise you with the digital advice component of AdviserLogic.

Webinar closed

9 June sessions

11:30 a.m. AdviserLogic Fundamental Part 2

This session will take a detailed look into entering client fact find data.

Webinar closed

2:30 p.m. AdviserLogic Digital Advice Scenario

This session will step you through producing an SOA using digital advice in AdviserLogic.

We will look at an investment re-balance whilst increasing insurance.

Webinar closed

4:00 p.m. AdviserLogic FOFA Compliance Part 1

This session will cover off the setup of AdviserLogic back office to be able to manage your FDS and Opt In obligations.

Webinar closed

16 June sessions

11:30 a.m. AdviserLogic Risk Comparison Tool

In this session we will explore using the Risk comparison tool whilst producing a Risk SOA through digital advice.

Webinar closed

2:30 p.m. AdviserLogic FOFA Compliance Part 2

This session will cover off producing and managing FDS and Opt in obligations in AdviserLogic.

We will look at producing FDS & Opt in documents - individually & in bulk and the associated reporting.

Webinar closed

4:00 p.m. AdviserLogic Digital Advice Scenario

This session will step you through producing an SOA using digital advice in AdviserLogic.

We will look at a pension commencement strategy

Webinar closed

23 June sessions

11:30 a.m. AdviserLogic Super Comparison Tool

In this session we will explore using the super comparison tool whilst producing a super recommendation SOA through digital advice.

11:30 a.m. Register for Super Comparison Tool

2:30 p.m. AdviserLogic Cashflow Management Demonstration

This session will provide you with a demonstration of using the Cashflow modelling tool in AdviserLogic.

2:30 p.m. Register for Cashflow Management Demonstration

4:00 p.m. AdviserLogic Workflow Setup Part 1

The session will take you through the process of creating your own workflows in AdviserLogic

4:00 p.m. Register for Workflow Setup Part 1

30 June sessions

(No 4:00 p.m. this week)

11:30 a.m. AdviserLogic Super Digital Scenario

This session will step you through producing an SOA using digital advice in AdviserLogic.

We will look at establishing a SMSF.

11:30 a.m. Register for Super Digital Advice Scenario

2:30 p.m. AdviserLogic Workflow Setup Part 2

Now that we have created our workflows, this session will take you through linking these to your clients as well as the management and reporting ongoing.

2:30 p.m. Register for Workflow Setup Part 2