Inside this Issue: 27 August 2019
10 Things To Do
Client Integrated View allows you to view all client touchpoints including File Notes, Document Vault files and Tasks.
This issue, Efficient Office takes alook at getting rid of duplicate client records by merging records.
Product Spotlight: Investment Reports 2.0
Are you using Investment Reports 2.0 providing easy filters and styling with enhanced output?
Plus many more areas of interest – click below to read this issue of theLogic.
FROM THE DESK
OF THE CEO
Things are busy at AdviserLogic. We’ve been actively engaged with many of you over the last few weeks helping you to get more from AdviserLogic.
Thanks for all the feedback and ideas you’ve shared. On the datafeeds front, we’re testing a feed from AMG Super and continuing work on a feed from Wealth O2.
by Daniel Gara
Cath Perry is in our Delhi office for a couple of weeks as the team races towards the upcoming launch of alfrad (AdviserLogic For Rapid Advice Delivery), our new Digital SoA platform.
A few advisers have started using myDataLogic to get bank account and loan data flowing into AdviserLogic for their clients. We’ll soon be announcing a formal launch date for next month.
That’s all for now. Have a great week ahead!
Click below to access this weeks edition of theLogic newsletter