FinTech Rescue Package
– taking you to new heights in 2019
Are you needing to find a new Financial Planning technology which will support your business that is easy to use, does everything your old system does and is future ready with digital advice delivery? Or are you ready to start your own AFSL?
Then you need a technology partner who will work with you to build your technology ecosystem backed by award winning Ease of Use, Value for Money, Satisfied Advisers and Simple Advice Production that is not only Compliant but will save you time and money!
AdviserLogic is the solution for You!
All the basics are covered including Investment and Insurance Datafeeds and Calculators; Cashflow Modelling, Super and Insurance research, recommendations, replacement advice, together with product and fee analysis and Advice production (SoA, RoA, Strategy Recs, Bulk Advice). Business and client reporting and lead opportunities identified within your client database.
With drag and drop files into our effective document storage, transferring task information into notes when complete and email integration at the next level. Want to create your clients in your Google or Outlook clients at the same time, our Zapier integration has that covered. With many direct integrations and over 1400 available through Zapier, your technology ecosystem is ready to grow with you.
AdviserLogic Consulting Rescue Package
Our AdviserLogic Consulting team offer a rescue package to help you quickly and easily transition from your old technology into AdviserLogic – no fuss. From data migration to ensuring everything is setup, your team are trained and you have peace of mind knowing you have just set up your business for success in 2019.