Connect adviserlogic and PDF Charts to Build Intelligent Automations
Integrate adviserlogic with your favorite apps
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Frequently Asked Questions
To start, connect both your adviserlogic and PDF Charts accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in PDF Charts (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in PDF Charts. This includes choosing which data fields go into which fields of PDF Charts, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and PDF Charts typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between adviserlogic and PDF Charts. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About adviserlogic
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.
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About PDF Charts
PDF Charts is a simple API for developers to create dynamic charts with just one call.
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