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Morningstar AdviserLogic + Duda Integrations

How to connect Morningstar AdviserLogic + Duda

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How Morningstar AdviserLogic + Duda Integrations Work

  1. Step 1: Authenticate Morningstar AdviserLogic and Duda.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Morningstar 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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duda logo

About Duda

Duda is a website builder platform for web professionals and digital marketing agencies.
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