CRM (Customer Relationship Management) > AdviserLogic
AdviserLogic provides financial planning through intelligent tools like Need Analysis, RIskLogic, Research, SuperLogic and Cashflow.
CRM (Customer Relationship Management)
AdviserLogic
AdviserLogic provides financial planning through intelligent tools like Need Analysis, RIskLogic, Research, SuperLogic and Cashflow.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
New or Updated Client
Triggers when a client is created or updated.
New Client
Triggers when a new client is created.
New or Updated Entity
Triggers when a company/trust is created or updated.
New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
New AdviserLogic Diary Event
Triggers when a new event is added in dairy.
Create Client
Creates new client.
Create or Update Client
Creates a new client, or updates to existing by Client ID or External ID.
Update Client
Updates an existing client's contact details.
Create or Update Entity
Updates the existing entity, otherwise creates a new entity.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
