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.

Morningstar AdviserLogic

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Microsoft Outlook

Lanie Worsley

Anytime a new diary event is created in Morningstar AdviserLogic, create event in Microsoft Outlook.

New ADL diary to Outlook Diary

“Anytime a new diary event is created in Morningstar AdviserLogic, create event in Microsoft Outlook.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime a new diary event is created in Morningstar AdviserLogic

Create event in Microsoft Outlook

This Zap uses the following 2 apps

Morningstar AdviserLogic

Microsoft Outlook

Morningstar AdviserLogic + Microsoft Outlook