Morningstar AdviserLogic Showcase for Centrepoint Alliance 10 December 2025

Join us for an exclusive 30-minute showcase designed specifically for Centrepoint Alliance Practices. Discover how Morningstar AdviserLogic can help your firm simplify onboarding, engage clients digitally, and deliver advice more efficiently. Click here to register today. What You’ll See

• Digital Fact Find and client onboarding tools
• Centrepoint Alliance CRM configuration in action
• Ava, your 24/7 Virtual Assistant for instant support
• Holistic Cashflow Modelling
• FinaMetrica integration with Centrepoint’s risk profiles

This session is perfect for practices exploring new technology or just curious about what's possible. Bring your questions — we’ll walk you through the essentials and leave time for live Q&A. Reserve your spot today Duration: 30-minute presentation + Q&A