Connect adviserlogic and whale to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for adviserlogic
Choose an Action
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- Request a new Action for whale
Integrate adviserlogic with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your adviserlogic and whale accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in whale (or vice versa).
Absolutely. You can customize how adviserlogic data is recorded in whale. This includes choosing which data fields go into which fields of whale, setting up custom formats, and filtering out unwanted information.
The data sync between adviserlogic and whale 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 whale. 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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Centralize all your processes, SOPs, playbooks, and more — so you can quickly onboard, train, and set your team up for success.
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