Integrate Morningstar AdviserLogic with Retently

Trigger NPS/CSAT surveys after significant client interactions or compliance updates, sync client profiles and feedback scores to enhance service quality and compliance tracking, and use survey responses to improve client relationship management strategies.

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About Morningstar AdviserLogic

Morningstar AdviserLogic is a financial planning and business management solution that allows advisers to manage client relationships and meet compliance obligations.

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Morningstar AdviserLogic to Retently

1

New or Updated Client

Triggers when a client is created or updated.
2

Add/Update AdviserLogic Diary Event From Microsoft Outlook Calendar

Triggers when a new event is added or an existing event is updated in the Outlook calendar.
3

New Diary Event

Triggers when a new event is added to your diary, applicable for events in the next 2 months.
4

Add/Update AdviserLogic Diary Event From Google Calendar

Triggers when a new event is added or an existing event is updated in the Google calendar.
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Retently to Morningstar AdviserLogic

1

Create or Update Client

Creates a new client or updates an existing client by Client ID or External ID.
2

Create or Update Entity

Updates the existing entity, or creates a new entity if it does not exist.

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