Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.

Morningstar AdviserLogic

Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.

Add/Update AdviserLogic Diary Event From Microsoft Google Cal...

Triggers, when a new event is added in outlook calendar or existing event, is updated on outlook calendar.

Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca...

Creates a new client, or updates to existing by Client ID or External ID.

Create or Update Client

Updates the existing entity, otherwise creates a new entity.

Create or Update Entity

Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.

New Diary Event

Triggers when a client is created or updated.