theLogic

theLogic 221019
22 October 2019 Daniel Gara

Inside this Issue: 22 October 2019

What’s New
alfrad
AdviserLogic For Rapid Advice Delivery

Efficient Office
This issue, Efficient Office takes a look at utilising default settings in alfrad!

Product Spotlight: Quick Features
alfrad
AdviserLogic Super Rollover just got a whole lot easier!

Plus many more areas of interest – click below to read this issue of theLogic.

FROM THE DESK OF THE CEO

 

It has been another massive week for AdviserLogic and this issue of theLogic is devoted to telling you more about alfrad (AdviserLogic For Rapid Advice Delivery), our brand new digital advice SoA platform!  We know you have been waiting very patiently for this release and we have now had our first advice business go live on alfrad!

 

by Daniel Gara

 

It’s time to get excited – alfrad is here!  Our new Client Success Managers and Consulting team will be in touch with you over the coming weeks to discuss your specific situation and what this means for you.

myDataLogic has also kept us very busy with many advisers seeing the value and have commenced receiving their clients’ bank account, credit card, home loan and other bank product data flow directly into AdviserLogic!  They’re able to improve service delivery to their clients while reducing their cost to serve.  Win-Win!

That’s all for now. Have a great week ahead!

Click below to access this weeks edition of theLogic newsletter