theLogic 081019
8 October 2019 Daniel Gara

Inside this Issue: 8 October 2019

What’s Coming
AdviserLogic For Digital Advice is coming very soon!

Efficient Office
This issue, Efficient Office takes a look at client coms with email history > there’s more to this than you know!

Product Spotlight: Quick Features
Insurance Needs Analysis
No matter how you tackle this task, RiskLogic can assist in making this is fast and compliant.

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


We have seen the rise of Separately Managed Accounts in recent years and AdviserLogic users are taking advantage of offerings from platforms such as BT Panorama and Netwealth.

By outsourcing investment management in a cost and tax-effective manner, advisers are gaining efficiency while benefiting clients.


by Daniel Gara


Combined with AdviserLogic through enhanced datafeeds, it’s not surprising that managed accounts are seen as a real growth part of the market and a way to provide efficient, transparent portfolio management.

If you are using SMAs, don’t forget to set up your datafeeds and take advantage of the new flexibility to show an SMA as a consolidated asset or as individual underlying assets.

That’s all for now. Have a great week ahead!

Click below to access this weeks edition of theLogic newsletter