LIVE SYSTEMS
Build around AdviserLogic and Ava
- Digital Fact Find
- Holistic Cashflow Modelling
- Digital Advice Module
- Ava AI Virtual Assistant and Revenue Management
AdviserLogicFinancial advice and mortgage broking AI integration
AI automation across AdviserLogic and the rest of your software.
Connect approved AdviserLogic client context with fact-find, platform data, research, signing, and firm communication.
Access confirmed before build. Start with one reviewed workflow.
Connect with
A real request in Teams
Ask once. Get the work ready for review.
This is the kind of request your team could ask after we connect AdviserLogic. Horizon checks the agreed information alongside HUB24 or Netwealth, Morningstar Research, Adobe Sign, Microsoft 365 and returns one useful result for review.
Microsoft Teams
JH
@Horizon a client email just landed. Work it through AdviserLogic and get the follow-up ready.
H
On it. Reading it now.
Client email read in Outlook✓Fact-find prep from existing client records✓Strategy and SoA section drafts for review✓Reply drafted back to the client✓Reply drafted in Outlook, held for your sign-off
AdviserLogicDoneOutlookDone
Iress XplanConnected
MidwinterConnected
PlutosoftConnected
SalestrekkerConnected
Keep AdviserLogic
AdviserLogic stays in place. Horizon connects the work around it.
The connector extends the software your team already knows. It does not replace AdviserLogic or present native product features as Horizon features.
The rest of your approved stack
- Use approved AdviserLogic records from Teams, Copilot, Claude, or ChatGPT
- Combine relevant records with Microsoft 365 and adjacent business systems
- Prepare cited summaries, drafts, and checklists for a person to review
- Keep permissions, audit context, and approval gates around every action
Questions worth asking
Use AdviserLogic without jumping between systems.
Ask in the AI tool your team already uses. Horizon checks only the approved AdviserLogic records and connected sources needed for that question.
Can we bring approved Digital Fact Find responses into a structured modelling review with the relevant client context?
AdviserLogic + HUB24 or NetwealthCan we combine approved platform holdings and client records into a review-ready summary?
AdviserLogic + Morningstar ResearchCan we use approved modelling and Morningstar context to prepare a structured draft outline for qualified review?
AdviserLogic + Adobe SignCan we surface approved Adobe Sign and Revenue Management status in a practice follow-up queue?
AdviserLogic + Microsoft 365What is waiting in AdviserLogic because another system holds the missing context?
AdviserLogic + Microsoft 365Which next actions can be prepared from approved AdviserLogic records for a person to review?
AdviserLogic + your AI tool
Safe first release
Confirm access. Then prove one useful connection.
AdviserLogic documents platform data feeds and Zapier connectivity, but that does not establish a public API or every required scope. Confirm the approved path first.
- 01 Confirm access. Confirm the approved AdviserLogic records, users, scopes, and connection path. AdviserLogic documents platform data feeds and Zapier connectivity, but that does not establish a public API or every required scope. Confirm the approved path first.
- 02 Choose one workflow. Select one high-value workflow, its connected systems, success measure, and human review point.
- 03 Build and test. Test with approved sample records, verify permissions and citations, then plan a controlled rollout.
Often paired with
Software we build AdviserLogic workflows alongside.
Common questions
AdviserLogic AI integration, answered.
Can Horizon connect AdviserLogic to our AI tools?
Potentially. AdviserLogic documents platform data feeds and Zapier connectivity, but that does not establish a public API or every required scope. Confirm the approved path first. Horizon first confirms the available records, permissions, and approved connection path.
Which AI tools can the workflow use?
The workflow can be designed for Microsoft Teams, Microsoft Copilot, Claude, ChatGPT, or a custom interface, subject to the client plan and security settings.
Does this replace what AdviserLogic already does?
No. Ava and AdviserLogic native advice functions remain in place while Horizon connects approved context across systems. Horizon focuses on approved cross-system work around the product.
What should the first pilot cover?
Start with one repeatable workflow that has clear source records, a named reviewer, and a measurable reduction in manual handling.
How is access controlled?
Use least-privilege access, approved users and scopes, tenant controls, logging, and human approval before any consequential write or external send.
Can it work with our other systems?
That is the purpose of the pilot. Horizon confirms each adjacent system and connection path before defining the final workflow.
AdviserLogic integration session
Show us what you want AdviserLogic connected to.
We will confirm the access path, the systems in scope and the safest first workflow.
30 min with our Director. No sales rep, no follow-up.