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AdviserLogic

AdviserLogic is the award-winning and rapidly growing leader in the Adviser CRM and Practice Management software sector. Established 10 years ago, AdviserLogic now has a range of cloud-based and related services purpose-built to assist Financial Advisers to prosper.

In 2015, the company launched the now very successful PayLogic solution – helping Licensees simplify and de-risk their business-critical Revenue Management task – and this year AdviserLogic won the 3 primary awards from the annual Investment Trends research. Importantly, it was the third year in a row that the company won in the “ease of use” category, the second year in a row for the “value for money” category, as well as the overall satisfaction award for the first time.

Website

https://www.adviserlogic.com.au/

Contacts

https://www.facebook.com/adviserlogic

https://au.linkedin.com/company/adviserlogic

http://www.twitter.com/AdviserLogic

AdviserLogic

Security:

  • Servers based at AWS Sydney
  • Backups several times per day – AWS & Google Cloud
  • Regular third-party penetration testing
  • Two Factor authentication

Financial Planning Tools:

  • Risk Insurance
  • Superannuation research
  • Cash Flow modelling and projections
  • Sophisticated template coding
  • SoA wizard tools
  • Default product advice
  • Investment reporting
  • iOS and Android apps
  • Client Login feature

Compliance Tools:

  • Bulk RoA tool
  • Bulk FDS tool
  • FDS tool
  • AFSL Console (allowing dealer overview of adviser activity)
  • Model Portfolio, APL, Risk Profiler management
AdviserLogic

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AdviserLogic

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