How AdviserLogic is different.
Capabilities beyond imagination.
AdviserLogic is so much more than just another financial software company. We’re your gateway to business growth. Our dedication to genuine client communication, customisation and intuitive usability inspires financial professionals to reach higher. Our mission is to advance technology that powers exceptional financial advice, so that you can rise within the industry. Reduce your workloads and stress levels with the AdviserLogic suite of products.
How we can help you.
Our Products & Services
Life as a financial adviser has never been easier. Here is a multi-award-winning, user-friendly software solution that not only comprises core CRM features with financial planning and research tools but also empowers users to integrate with hundreds of their favourite web-based applications.
Designed for software providers and AFSLs, this powerful data feed solution brings client policy data from platforms, fund managers, stockbrokers and insurance companies to you in one standardised format.
A payment management platform that lets licensees, brokers and corporate ARs to decipher fees and commissions information from various product providers and calculate payment amounts for the advisers, agents and referrers as per individual arrangements specific to them.
Is your practice or licensee a little different from the norm? Let us assist with customised solutions including training packages, tailored reports, workflow process design and implementation, and support for all the little things.
How we can help you.
Have a problem you need fixing? Our comprehensive team of professionals can create a custom solution, just for you.
Boutique Sydney-based holi needed to collect, store and analyse uniquely complex financial data for report preparation and client engagement, in a user-friendly and time-efficient manner. They wanted to be able to do this without losing mainstream investment reporting.
AdviserLogic imported data from their old system and provided them with tools to customise the application. We incorporated direct investment data feeds and enhanced their reporting framework. The client was able to create comprehensive report templates, workflow systems and document repository for each customer, improving productivity while maintaining the highly tailored advice they are known for.
National dealer group were finding it difficult to maintain a comprehensive compliance regime throughout a national network of Authorised Representatives. They also needed increased flexibility to update documentation at short notice.
AdviserLogic worked closely with the senior management and compliance team to develop systems and documentation. These would provide the client's adviser network with reliable and easy to use financial planning tools. The client was then able to deliver their compliance documentation and advice templates through AdviserLogic software.
Major Melbourne-based SMSF specialist found that the constant updates required for their system to accommodate changing legislative and reporting requirements was making it overly complex and difficult to navigate.
AdviserLogic created a completely unique system for the client as no out-of-the-box solutions would suffice. We used our expertise to tailor specific sections of the software to suit their needs.
What our clients think
"The support team at AdviserLogic have always been very responsive and great at keeping us up to date and ensuring that issues are fixed as a matter of urgency. I am handing over my workload in the next week and am confident that the next staff member will be able to obtain the same level of support. The correspondence and communication from the AdviserLogic team is amazing. It has been great working together and I wish the team all the best. Thank you!"
Nicole Mewing | Client Relationship Manager
"AdviserLogic Consulting made a considerable effort to get to know our business and how we like to operate. We’d been struggling to find the time to devote to constructing all the workflows needed to support our processes, and she kindly stepped in to assist. The workflows AdviserLogic Consulting built were terrific. They were logical and comprehensive, and they’ve proved very instructive to us in the time since, as we have gone on to develop workflows of our own, integrating many of Danni’s ideas."
Anne Farrell | Office Manager, 5 Financial