theLogic

theLogic 191119
19 November 2019 Daniel Gara

Inside this Issue: 19 November 2019

Manage Revenue
easyDealer shuts door!
act now – move to PayLogic today

Efficient Office
This issue, Efficient Office takes a look at understanding your
business by using Workflow Segmentation Reports

Product Spotlight: FoFA Oversight
Reporting on your FDS and OptIn details is an important part of managing your business compliance risk.Helping your clients understand their financial position using AdviserLogic Cashflow.

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

 

FROM THE DESK OF THE CEO

AdviserLogic to join Morningstar 

We’re excited to be seeing many of you at the FPA Professionals Congress 2019!

You’ll be able to meet us at our own AdviserLogic stand as well as the FinTech stand.  You’ll probably see us at the Morningstar stand, too!

by Daniel Gara

 

The rollout of myDataLogic and alfrad continues.  We’ve had some excellent feedback in the way of Loom videos from first-time users (thanks for starting that trend, Shaun!) and are still working hard on further refinement and enhancements!

We’ve also been busy preparing for the upcoming acquisition of AdviserLogic by Morningstar.  If you’ve got questions on these or any developments at AdviserLogic, I’d love to hear from you.

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

Click below to access this weeks edition of theLogic newsletter