Knowledge Base
Getting Started
Those new to the Help Centre and AdviceOS looking for guides on how to get startedRelease Notes & Updates
This page includes the fortnightly release notes that capture the latest enhancements and fixes to AdviceOS as well as any additional updates to AOSSettings
Guides on how to configure AdviceOS, modify settings, create and change templates and set up external datafeedsClient Management
How to effectively create, update and manage clients and their information within Fact FindModelling - Product & Strategy
How to use the modelling modules in AdviceOS including Product, Strategy (including Cashflow & Capital) and PlanbuilderCompliance
This area covers off all compliance areas of AdviceOS including FDS, FTA and reportingUser & Licensee Management
How to correctly configure User and Licensee Management areas of AdviceOSDigital Portal
How to set up and manage Client Portal & digital calculatorsIntegrations
How to integrate with other third party platformsAdvice Concepts
Other advice concepts including Multi Goal & Aged CareVideo Tutorials
A range of video tutorials to watch covering a number of topics within AdviceOS
Recent Articles
Multi-Goal
MultiGoal is a goal optimisation tool that determines the degree to which a client can achieve their goals based on their current financial situation & the priority they place against each goal. It can be located by navigating to the Mega Menu ...Workflow Designer
The steps in the attached document will guide you on setting up a workflow using the Workflow Designer tool.Trigger a Recommendation
This guide will show our users the steps to take to trigger a recommendation where an existing insurance cover is being increased, decreased or maintained. 1. Go to Needs Analysis > ‘Product recommendations’ tab. 2. Under the ‘View insurance by’ drop ...Email Template Management
Creating email templates This section allows you to create and edit notifications and email templates. Navigate to Settings / New Configuration / Email Template Management to start creating your own templates. 1) Choose the owner of the template You ...Release Notes - March 2022 #3
We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: Updates to Centrelink rates & thresholds Enhancement to ...
Popular Articles
Datafeeds
This guide will provide an overview of: Registering for datafeeds Mapping Investment Link datafeeds Unmapping Investment Link datafeeds Adding datafed Accounts to the Client Fact Find Refreshing a datafed Account Registering for Datafeeds To set up ...Fee Disclosure Statement
1. Introduction Fee Disclosure Statements (FDS’) are legislated requirements under the Corporations Act 2001 with the most recent changes to this legislation coming into effect 1 July 2021. The documents and associated processes intend to ensure ...Superannuation
Introduction In the Super menu you can view your client's amalgamated superannuation balances into one single value to help model strategies around building wealth into retirement. You can locate the Super section by navigating to Modelling > ...Password Reset
When users are unable to log in due to either forgotten password or incorrect password being entered, there are two approaches we suggest our users to follow. User will be locked out for 15 minutes when there are too many failed attempts. We cannot ...Welcome to the AdviceOS Help Centre
We're here to make your journey using AdviceOS as simple as possible. Within this Help Centre you will find a number of training materials presented as user guides, short videos & webinars to help you to understand how to use and make the most of ...