Easy setup, empower your client with easily accessible data, budgeting and borrowing power
Leverage the power of data to gain greater customer insight,
deliver new financial services and help your customers make smarter financial decisions
Data for
- Savings accounts
- Transaction accounts
- Term deposits
- Credit cards
- Home loans
- Personal loans
- Car loans
- and Industry Super (coming soon)
provides the following benefits
- Assist clients understand their financial spending and savings habits
- Clients can manage their full financial world in the one location
- Provide financial reports for your clients applying for loans for fast approval
- Over 66 supported institutions & growing
When will data be available
On completion of a mydatalogic agreement, your requested client packs will be setup within 24 hours. As soon as the client has logged in and supplied their credentials, data will flow instantaneously.
Historic Data
You will have access to last two years of transaction data. Moving forward, daily balance and transactions will be updated to your clients asset group in AdviserLogic.
Security
AdviserLogic does not store any client a mydatalogic financial institution login data.
Basiq – the company who manages the data, keeps those details in a highly encrypted, secure setup which is not accessible.
Enable your clients to get on with
enjoying life through
Capabilities Beyond Imagination
Want to have access to all your clients data?
Let us empower you with the right technology solutions for your business.