Morningstar AdviserLogic SoA Prep Packet
Built for Financial Advisors.
Assemble current client facts, custodian positions, and policy data, refresh Morningstar AdviserLogic, and produce the draft Statement of Advice for adviser review, reducing manual SoA prep for advice teams.
The manual work this replaces
Paraplanners manually pull client facts, custodian positions, and risk profile data into AdviserLogic each time an SoA is drafted, then re-key the same data into the SoA template.
How the automation runs
This process produces a draft Statement of Advice in AdviserLogic. It pulls the household's current facts and risk profile from the CRM, retrieves position and account data from the custodian, refreshes AdviserLogic with the latest inputs, generates the draft SoA using the firm's template, and emails the assigned adviser a link to the draft for review.
What changes after Caddi
Removes the manual data gathering that precedes every SoA and gives the adviser a draft populated from current CRM, custodian, and risk data on the first pass.
Want Morningstar AdviserLogic SoA Prep Packet automated at your firm?
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