theLogic 121119
12 November 2019 Daniel Gara

 Inside this Issue: 12 November 2019

What’s New
Meet Deborah
AdviserLogic – Client Success Manager

Efficient Office
This issue, Efficient Office takes a look at transferring emails in bulk from Outlook into AdviserLogic to save you time!

Product Spotlight: Cashflow
Helping your clients understand their financial position using AdviserLogic Cashflow.

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


AdviserLogic to join Morningstar 

It has been an exciting week for both me and the broader AdviserLogic team.  I was finally able to announce that Morningstar intends to complete an acquisition of AdviserLogic Group at the end of this month and explained the many benefits this will bring for our staff and clients.

by Daniel Gara


While a lot more detail will be available from early December, I can tell you that, with respect to AdviserLogic’s products and services, I will be continuing my leadership role.  We will also be bolstering our client support capacity both in our Delhi office and in Australia.

Given Morningstar’s huge breadth and depth of data, there will be an immediate focus on improving investment data and reporting in AdviserLogic.  Although we won’t be prescriptive about what research you use, in time, we expect to develop many exciting integrations with Morningstar products which can improve your efficiency as well as your clients’ experience.

I’m very excited to be able to announce further details in the coming weeks!

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

Click below to access this weeks edition of theLogic newsletter