AdviserLogic gets a lot of datafeeds – you can see the list here. We reconcile them daily to ensure that they’re accurate and are giving you and your clients access to the quality of information you require for good decision making. However, for some things, we need your assistance. So we’re making it a little easier for you to help!
At the top of your AdviserLogic screen, you may notice a little number over the datafeeds icon. You can see images of it in unclicked and clicked states:
The idea here is that we’re prompting you to do the things that we can’t do automatically. There are two ways you can help:
1. If we are getting an error message from the platform, it means you’ll need to get updated datafeed credentials from the platform and plug them into AdviserLogic. Instructions can be found here.
2. Although we automatically map datafeeds to client accounts if name and date of birth match, we need you to map the rest. So you can see in the image above that a pretty good start has been made, but there is a little further to go!
We’re working on getting you more feeds, by the way. If there is another one that you’d like, feel free to let us know.
We’ve taken recommending superannuation rollovers to the next level of cool. OK, so it wasn’t on the first level of cool…and may still not even be on the ladder…
However, we’ve made it incredibly fast and easy to recommend a superannuation rollover through AdviserLogic.
We have assumed you will:
recommend rolling over all existing funds
recommend the same platform each time (one for small balances another for large – you set the threshold)
use model portfolios that match risk profiles
However, you can always
deselect some of the funds or reduce the amount being rolled over
select an existing fund or a totally different one
select a different model portfolio, edit an existing one or build a totally new portfolio
Once you’ve confirmed you’re ready to go, it will load all of this information into SuperLogic (our super comparison tool based on SuperRatings research data) so you can compare features and fees (including underlying assets).
Next step is to produce your Statement of Advice. Super Easy!
Cancer – Leukaemia
Cancer – Melanoma
Cancer – Prostate
Carcinoma in situ – Breast
Carcinoma in situ – Cervix
Carcinoma in situ – Fallopian Tube
Carcinoma in situ – Ovary
Carcinoma in situ – Penis
Carcinoma in situ – Perineum
Carcinoma in situ – Testicle
Carcinoma in situ – Uterus
Carcinoma in situ – Vagina
Carcinoma in situ – Vulva
Christmas is just around the corner. But don’t panic, I’m sure you’ve achieved plenty this year. Let’s achieve just a little more. Here are five things you can do to support your business before Christmas.
Thank you for your support throughout 2014. We wish to advise that our Support Team shall be on holidays from the 24th of December and shall return on the 5th of January.
If you require assistance during that period, you can still email email@example.com. However, you should expect that we will only respond to urgent queries and response times will be longer than our usual service standards. We will also be conducting a significant infrastructure upgrade over Christmas Day and Boxing Day and expect that during this period, there shall be some application downtime.
The last week has been a difficult time for Australians – especially Sydneysiders. We’d like to take this opportunity to wish you well over the holidays and that we should all have a peaceful 2015.
FOFA, the real F-word. I’m not going to sugar coat it. This legislation contains several onerous obligations for advisers that do not seem to be designed to protect consumers. Based on the current business models of most advisers, there will be a lot of additional compliance work to do. It will be expensive and uncomfortable. OK, I sugar coated it a little.
The good news is, although we may not quite love FOFA, at least we now know for sure that we’ve got it… I think.
AdviserLogic has closed a deal with SuperRatings that will initially see SuperRatings superannuation comparison service made available as a trial to all AdviserLogic users. Over the coming months, this service will be fully integrated with AdviserLogic in a similar fashion to our RiskLogic component.
We’ll advise users as the service and integration become available.