About

About Us

Established in 2006, AdviserLogic has a suite of software products built to assist Financial Advisers, licensees, brokers, corporate ARs, software providers and AFSLs to prosper. Our approach to providing custom solutions for businesses and individuals drives us to constantly adapt our cutting-edge technology to make gaining new ground that little bit easier.

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AdviserLogic encompasses innovation, integration and customisation.

Our clients come to us for integrated, customised software that makes it easier for them to reach their business goals. What sets us apart from other companies who offer financial software solutions is that we focus on intuitive usability and technological innovation. We’re committed to assisting you in getting the absolute most out of your product. We can build systems from the ground up to suit your exact needs.

Accolades

AdviserLogic was named number one in the ‘ease of use – software’ category by Investment Trends for the fourth year running in 2017. It’s also the company’s third year at the top of the ‘value for money’ category. These two prestigious accolades have contributed to our most recent achievement; receiving the overall satisfaction award in 2016 and 2017.

We take pride in the fact that our clients are continually satisfied with our services because our software handles complicated information in an easy-to-use format. We create a high-quality product at a fraction of the price of our competitors, that quite simply, works. Entrust your business with the award-winning leader in the Adviser CRM and Practice Management software sector and see true satisfaction in your company’s growth.

What our clients think

Testimonials

Meet the Team

How do we deliver such unique and customised solutions? Through our extensive team of leading professionals. Our staff of 92 includes developers, business analysts, database analysts, document template developers, server security specialists and designers, just to name a few! When you employ the assistance of AdviserLogic, you employ a comprehensive team of experts.

David Smith

Advisory Board

Gundeep Sidhu

Executive Director / Founder

Daniel Gara

CEO / FOUNDER

Phaedra Hackles

National Sales Manager

0432 096 774

Gayle Forster

Training Manager

0404 896 801

Danni Le Grande

Manager, AdviserLogic Consulting

0411 463 259

Cath Perry

Executive Manager – Product and Operations Excellence

0423 369 008

HOW WE CAN HELP YOU.

Capabilities Beyond Imagination.

Have a problem you need fixing? Our comprehensive team of professionals can create a custom solution, just for you.

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