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

Meet the Presenters

Morningstar Investment Conference

Wednesday 1 - Thursday 2 June

CPD Accreditation Available

Uncover the 5 things we believe can maximise your AdviserLogic experience to help you with Upcoming Reviews, Diary management, Process and workflows and adding international shares.

Join us digitally and/or in person at the International Convention Centre, Sydney, to 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.

View the full Agenda

Level up your knowledge - Compliance Module (Service Fee Disclosure)

Tuesday 7 June - 11:00 a.m. - 11:30 p.m. (AEST)

Presenter: Minh Le

With the new financial year approaching, level up your knowledge on the Compliance Module within AdviserLogic to help you with your Service Fee Disclosure requirements.

During this session we will recap on:

How to set up the Compliance Module
Generating a Fee Disclosure Statement (FDS) including current year fees and next year's projected fees
Updating and tracking key dates/stages of the Fee Disclosure process.

Register here