Integrated View

AdviserLogic has a highly developed suite of practice management tools including

  • Tasks (which can have notes and files attached to them)
  • File Notes (which can have files attached to them)
  • Document Vault
  • Diary

This lets you store a variety of client data in different ways.  However, sometimes you just want to see it all together.

Hence, we’ve created a new feature known as Integrated View.  It brings all of these onto a single screen, allowing you to easily run a keyword search across all sections of the client file.  It just makes life easy.

IntView


Addition to the team in VIC

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AdviserLogic welcomes a new Sales Manager to the team!

Peter Kennedy is based in Melbourne and shall represent AdviserLogic in both Victoria and Tasmania.  Peter has many years of experience in banking and finance as well as the financial planning industry.  His insights are highly-valued and we know you’ll make him feel very welcome.

The inclusion of Peter in the AdviserLogic team comes in addition to our Sydney head office staff and Perth and Brisbane-based sales managers thus broadening AdviserLogic’s on-the-ground presence around Australia.


Zurich Risk Datafeed

We’re really excited to announce that we are now receiving a risk insurance policy datafeed from Zurich.  If you’re interested in improving your practice efficiency by getting this, please contact us on datafeeds@adviserlogic.com!

 

You can see the press about this development by clicking on the magazine logos below:

riskinfo AdviserVoice FinancialStandard

Client List Widgets

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Are you running a campaign? Is it that time of year? Do you have an upcoming seminar?

Wouldn’t it be helpful to be able to keep a specific list of clients in a widget on the Adviser Home?

Well, now you can.  Client List Widgets let you define and view a particular segment of clients on your Adviser Home.  When you’re finished, you may simply untick the widget to remove it from your screen.

See Customise Adviser Home>Add>Client Search Groups


Risk – Inside Out

RiskLogic has had the first two in a series of upcoming enhancements.

 

Term Inside, TPD Outside Super

You’ve now got the ability to quote for combined insurance where the Term portion sits inside Retail Super or SMSF and the TPD portion sits outside of the superannuation environment.

Basic, Superior

When quoting for Trauma and Income Protection together, you can now select basic or superior status for each portion separately – rather than having to select both as Basic or both as Superior.


We’re Maturing!

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Aside from the greying beard, we also have a new Adviser Home widget that notifies you when your clients’ term deposits are maturing. This lets you manage the event in advance and ensure the provision of advice in a timely fashion.

We’ve gone to great lengths to find an original name for this widget: Term Deposit Maturity Dates. We hope you like it.

You’ll be able to add the widget by going to Adviser Home> Customise Adviser Home> tick Term Deposit Maturity Dates.


Deficit Cash Flow

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For all you cash flow modellers, we’ve got a super exciting new feature in the Cash Flow module!  Deficit Cash Flow

When you’re projecting out a scenario and expenses exceed income, in order to balance the books, you’ll need to draw down funds from cash reserves, by selling down assets, drawing on loans or drawing on pension accounts.

Rather than doing this manually each year, Deficit Cash Flow allows you to set parameters to automatically draw the exact amount each year to make the model balance nicely.  It even takes tax implications into consideration.

This is a massive time saver and will help in lots of scenarios, including transition to retirement models.

Note:  This feature complements Cash Management – which let’s you do the opposite – direct where excess cash flow goes (paying down loans, super contributions etc).


Background Document Uploading

Have 5 big PDFs to upload?  No problem!

Just drag them together onto the Client Home and we’ll upload them in the background for you.

You can continue to use AdviserLogic while the files are being uploaded.  Once the process is complete, you’ll get a little popup asking you to categorise them.

More efficient, isn’t it?

 

Note: If it is a PDF you’ve uploaded, you’ll be able to view it in-browser while in the document vault – no need to download the file to your computer!

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Waiting On (Tasks)

OK, so here is the scenario:

You’ve been assigned a task to contact a client and ask for their ABN.  You ring the client and leave a voicemail message for them.

Now what?  It is still your task, but you’re now waiting on the client to give it to you (the ABN, that is).

So what happens next? The client rings up and tells you to just ask their accountant!

You go ahead and ring the accountant.  His secretary takes a message for you.

Now you’re waiting on the accountant!

AdviserLogic has the solution. Waiting On.

You can now flag tasks as waiting on the client, on someone from your office or a third party.  You can even name these AND they’re colour-coded.

This will mean that of the thirty tasks assigned to you, you can concentrate on the few that can actually be done now, while the rest are flagged as waiting on someone else.

 

Note: You guys seem to love this! We noticed it started getting used within minutes of us adding the feature.

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