theLogic 261119
27 November 2019 Daniel Gara

Inside this Issue: 26 November 2019

There is a new acronym in town!
Future of Statement of Advice

Efficient Office
This issue, Efficient Office takes a look at utilising default settings in alfrad

Product Spotlight:  alfrad 
AdviserLogic Super Rollover just got a whole lot easier!

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



This last week has been very busy and exciting with more users embracing digital advice and myDataLogic.  This week we look forward to catching up with many of you at the FPA Professionals Congress 2019 at our AdviserLogic stand, the FinTech stand or sneaking in a coffee down at the Morningstar stand!

by Daniel Gara


On a personal note, this is a big week for me with the expected completion of Morningstar’s acquisition of AdviserLogic.  For Gundeep and I, it has been an incredible journey that was only made possible with the help of many wonderful clients, dedicated staff, fabulous industry partners and some tremendously understanding family members.  To all of you, I extend my sincerest heartfelt thanks.

I have big plans for AdviserLogic and, in Morningstar, I know we’ve found the right home to ensure we can deliver for our clients.  From next week, I’ll be writing this email from the Morningstar offices in Barangaroo and I’ll be able to start sharing details of all the plans we have in store for you from both product and service perspectives.

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

Click below to access this weeks edition of theLogic newsletter