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