theLogic

theLogic 051119
3 November 2019 Daniel Gara

Inside this Issue: 5 November 2019

What’s New
Morningstar
What Happens Now

Efficient Office
This issue, Efficient Office
takes a look at Data Security – a look at Two Factor Authentication and why you should use it.

Product Spotlight: eLearning
Ensure you maximise potential benefits from AdviserLogic!

Plus many more areas of interest – click below to read this issue of theLogic.

FROM THE DESK OF THE CEO

AdviserLogic to join Morningstar 

Yesterday, Morningstar, a global firm specialising in independent investment research, information and technology, announced plans to acquire AdviserLogic.

Together, we believe we can offer software solutions unlike any other available on the Australian market.

by Daniel Gara

 

Solutions that help you manage your practice’s day-to-day workflow and client engagement, meet compliance obligations and produce digital advice, which is underpinned by Morningstar’s institutional- grade data, information and research.

I look forward to sharing more with you about this in the weeks ahead.

That’s all for now. Have a great week ahead and enjoy your Melbourne Cup celebrations!

Click below to access this weeks edition of theLogic newsletter