The Cure For Clunky
AdviserLogic is designed to instigate action. It’s your sleek, user-friendly CRM solution to help you build and manage your business efficiently and effectively. Immediately access all client information in one place, with automatically streamlined data providing you with consistently up-to-date information. Captivate your clients with easy-to-read breakdowns of their financial success!
Everything you need in one place
There’s no need to switch between ten different programs and endure the headache that is manually compiling information. With full integration with the best business tools, everything you need is now automatically updated in the one place.
- Award-winning, easy-to-use CRM including document vault, file notes, workflow management, fact finder, email and diary.
- Comprehensive direct portfolio data feeds from hundreds of platforms, fund managers, stockbrokers and life offices, as well as product data and integrated research from Morningstar and ASX.
- Open-architecture design through industry-leading APIs covering most modules in detail for easy connectivity to hundreds of third-party applications.
Tools to go above and beyond
These are the tools that make all the difference. The ones that will have your systems working so efficiently, that your clients will be signing up for your services a year ahead of time.
- Sophisticated template wizard and SoA system to maximise compliance and minimise time to prepare advice.
- Attractive and comprehensive cash flow modelling and projections including tax, Centrelink, asset, liability and multiple entities.
- Risk and Superannuation research, quoting and modelling.
- Custom fact find flexibility that allows users to make AdviserLogic their own.
All the essentials
Don’t worry, we haven’t ignored your trusty go-to’s! The tools you rely on every day to get the job done. The solid backbone of your processes are easier than ever to use.
- Client logins including document vault and reporting.
- Mobile adviser apps for iOS and Android for easy access on the go.
- End-to-end FOFA compliance tools including revenue management software integration, FDS production and automatic Opt-in management.
- AFSL Console for dealer management and compliance of advisory practices’ client files.
The AdviserLogic Suite of Products
Standout features at a glance
- Ability to customise any of our products to suit your needs.
- Ability to build and maintain totally unique custom products.
- API compatible with dozens of third-party applications.
- All products integrate as a seamless suite, can be used separately or with other CRM’s.
- Salesforce-oriented product development plans.
- 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.
- Bulk RoA tool.
- Bulk FDS tool.
- FDS tool.
- AFSL Console (allowing dealer overview of adviser activity).
- Model Portfolio, APL, Risk Profiler management.
- Training webinars.
- In-house training.
- Training videos.
- Help Centre articles.
- Live Chat help.
- Phone & email assistance.