Morningstar AdviserLogic + Mojo
Update Morningstar AdviserLogic clients when Mojo contacts are updated
Keep your client information up-to-date effortlessly with this seamless workflow between Mojo and Morningstar AdviserLogic. Whenever a contact is updated in Mojo, this automation will create or update the corresponding client in Morningstar AdviserLogic, ensuring all your client details are always accurate and easily accessible across both platforms. Stay organized and save time by eliminating manual data entry, so you can focus on providing top-notch financial advice.
Keep your client information up-to-date effortlessly with this seamless workflow between Mojo and Morningstar AdviserLogic. Whenever a contact is updated in Mojo, this automation will create or update the corresponding client in Morningstar AdviserLogic, ensuring all your client details are always accurate and easily accessible across both platforms. Stay organized and save time by eliminating manual data entry, so you can focus on providing top-notch financial advice.
- When this happens...Contact Updated
Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
- automatically do this!Create or Update Client
Creates a new client, or updates to existing by Client ID or External ID.
- Free forever for core features
- 14 day trial for premium features & apps
