Connect adviserlogic and tuskr to Build Intelligent Automations
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- Request a new Action for tuskr
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Frequently Asked Questions
To start, connect both your adviserlogic and tuskr accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in tuskr (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in tuskr. This includes choosing which data fields go into which fields of tuskr, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and tuskr 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 tuskr. 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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