Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.


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.



  • 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

Companies that integrate with the company

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

No partnership categories yet.

Open to forming a new partnership? Contact and we’ll help you facilitate integrations that will grow your business.


Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.