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AdviserLogic Onboarding Packages

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We include an onboarding package for all AdviserLogic clients. Choose the package that best suits your needs. Your dedicated Onboarding Consultant will work with you to migrate your data and ensure you're setup for success with AdviserLogic.

Onboarding Packages

Talk to your Morningstar Business Development Manager about the most appropriate package to suit your needs.

Onboarding Process

Once you've accepted the agreement and submitted your payment details via Ezidebit, we'll commence your onboarding.

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