Blog

22May Super Funds – Adding Underlying Assets

add

You know how it takes about half a year to add the underlying managed funds of a super account? There are about 200 steps that you need to take to add each asset. No matter how careful you are, you’re guaranteed to make a few mistakes. It also helps to be standing on one leg and facing north to make it work…

Not anymore.

Now, it is easy. REALLY EASY.

Fact Finder>Add Super>Add Managed Funds

This neat little popup will let you add the underlying funds right there and it takes about 10 seconds per fund – if you’re slow. According to the first few users, this reduces the time taken by over 90% and the error rate falls to near 0%. Not bad!

We’re all about making your life easier. We hope you like it.

Posted in Usability Enhancement

22May FOFA – the future is here

Our new FOFA section is something people have been very interested in over the last couple of weeks and we are happy to say it is now available for all of our users.

Where is it?

You can find the FOFA Compliance section at the bottom of the “Fact Finder” area for all of your clients.

What does the new section do?

The new functionality

Records the key dates associated with the FOFA regulations (application day, disclosure day, renewal period and the termination day)
Allows you to track the services the client is entitled to and the services they received
Has the ability to store and track the fees that the client has paid
Has easy generation of FDS and Renewal documents
Ability to bulk upload commission spreadsheets
Top level reporting for your entire client base
More!

How do I get started?

Set your service levels and their services by going to Tools -> Categories -> FOFA Compliance
Turn the FOFA widgets on by going to Adviser Home -> Customise Adviser Home -> Ticking the FOFA widgets
Register for training
Go into a client and start entering information!

Can I get some training?

Yes, of course. We are providing several training sessions on the new section – please register your interest for any of these sessions by emailing training@adviserlogic.com.

Thursday 23/5 @ 10AM
Friday 24/5 @ 11AM
Wednesday 29/5 @ 3PM
Tuesday 4/6 @ 3PM

I’ve got more questions!

That’s ok – just send us a quick email via support@adviserlogic.com and we’ll be happy to answer any questions you have.

Posted in New Feature

9May FOFA Fantastic

The fantastic world of FOFA is nearly upon us. Although there has been a lot of noise about it, we’ve cut through the hysteria and are delivering a clean and simple tool to ensure your FOFA compliance. It includes delivery of Fee Disclosure Statements and management of key dates and service offerings.

With respect to fee data integration, we are able to populate this module with CSV spreadsheet imports from any source. However, we are working on a superior level of integration with many of the key revenue management tools in the market.

If you are interested in learning more about how this will work, please book into our upcoming web-based demonstrations by emailing training@adviserlogic.com.

Session 1: Monday 20th May at 2PM

Session 2: Wednesday 22nd May at 10AM

Alternatively, please call 02 8226 8670 to speak to a consultant.

You can download our brochure, too.

Posted in New Feature

9Apr Email Excitement!

It is with surpassing excitement that we announce the release of AdviserLogic’s new Email system! We’ve heard your feedback and have put in the hard yards.

email Aside from a cleaner interface, you’ll be met with a host of other exciting features such as

The ability to easily code and save template emails in the composition screen
A test feature for use before sending a bulk template email
Email tracking so you can see your opened/clicked/bounced data
A very simple, yet deceptively powerful, recipient segmentation tool
The ability to attach documents from Adviser Documents, the Document Vault or your desktop

Of course, we’re running training sessions. So please check the Training Schedule for more details or email info@adviserlogic.com to find out more.

Posted in Functionality Enhancement, Usability Enhancement

25Mar WorkFlow WOW!

AdviserLogic’s Task framework has been rebuilt from the ground up and aside from the fact that we think it looks amazing, we’ve received some heart-warming feedback from our users, too!

In the design and development process, we had major objectives for improvements to both functionality and usability. After having a look, we are sure you’ll agree that we have succeeded on both fronts!

Task

Improvements include

Shortcuts!
Increased focus on time reporting
Extremely easy to use workflow linking
Flexible and powerful alerts framework
Change tracking for compliance
Copying tasks to file notes

Based on ideas from our users, we’re making a handful of further enhancements that will be released over time.

Posted in Functionality Enhancement, Usability Enhancement

12Mar This means everything…

Ease of use. It’s not just a catch cry. It means everything. Here’s why:

It’s dinner time and you want to boil some pasta. You’ve got two methods that both fulfill your need for igniting a fire to heat the water:

Which method are you more likely to use? Sticks or Matches?

What about if you had to use the method every day?

What about if you had to use the method 50 times per day?

So what we recognise is that Ease of Use means everything. The only way you’ll get into the habit of using a feature of your CRM is if it is simple, intuitive and easy to use. Just because the feature exists, doesn’t mean that you’ll end up getting any value out of it if it is clunky and aggravating to use. You’ll not get into the habit of day-to-day use.

You may have gathered that at AdviserLogic, Ease of Use is our obsession. If you’d like to learn more, please email info@adviserlogic.com or ring us on 02 8226 8670.

Posted in Tips

11Mar Cash Flow Modelling & Projections

AdviserLogic is incredibly excited to announce the launch of our new Cash Flow module!

Many of you will know that because we totally rebuilt this function, development has been a long process. However, we’re confident that it was worth the wait.

Features include:

instantaneous calculation processing
automatic excess cash allocation
easy to navigate
clean export to Excel
integration with SoA & Discussion Paper templating
buttons to add details visible on every page
ability to enter some data straight into model spreadsheet
and lots, lots more!

The response from users has been tremendous and the training sessions have been very well-attended. However, if you missed out and are keen to attend training, we will be running another session at

12PM Wednesday 20th March (Sydney Time)

Please email training@adviserlogic.com to register.

Posted in Functionality Enhancement, Usability Enhancement

6Mar Data fees slashed

AdviserLogic is very pleased to announce that as of the first of March, we are scrapping our excess data fee!

That means that irrespective of how many documents you upload to your clients’ Document Vaults, there will be no surcharge.

More info can be found in Kate Kachor’s Financial Observer article below.

Posted in Press, Tips

17Feb InvestorDaily – AdviserLogic signs deal for Morningstar data

Posted in Press

31Jan Morningstar

AdviserLogic has contracted Morningstar to provide it with managed fund unit pricing and a variety of other related data for its financial planning software.

The move to Morningstar gives us a richer data set that we intend to use to simplify your lives!

morningstar The first of many, is a minor enhancement when entering data. You’re now able to search by platform as well as fund.

For instance, there are dozens of versions of the CFS Imputation Fund – and you’ll see them all if that is what you search for. However, if you use the quicksearch field for platform as well as the approximate fund name, the output is filtered to only funds that meet that search criteria that are also available under that platform. Easy!

We have other enhancements in the works as a result of this move and look forward to announcing them soon.

Posted in Tips, Usability Enhancement