Our core team here at AdviserLogic and our very founders, have come from financial industry backgrounds and have even worked as financial advisers. We are aware of the daily challenges that are faced in this industry, consistently listen out for those changes which will affect you and your business and understand that many of these changes may leave you feeling frustrated and anxious, but you are not alone.
AdviserLogic encompasses innovation, integration and customisation and recently won four awards for the Investment Trends Planner Technology Awards 2018 including Overall Satisfaction: Software, Ease of Use/Navigation: Software, Value for Money: Software, Producing simple financial plans: Software.
Adviser Logic has recently released new RiskLogic, SuperLogic, Investment Reporting, Compliance Dash-boarding and Digital Advice modules to better serve their subscribers.
| End User | Advisers |
| Advice Process Steps | Scoping of advice Goal Identification Assessming finances SOA preparation Implementation Review |
| Benefits | Ease of use technology Process efficiency Engagement uplift Time saving Cost to serve reductions Compliance benefit |
| Cost per user per annum | $5000 |
| Time saving per client | More than 6 hours per client |
| Cost saving per client | $600 – $1200 |
| Integration | Open architecture but as a competing financial planning software it does not integrate with competitors |
| Website embedding | Yes |
| White labelled | Yes |
| System prerequisite | No system requirements |
| Single sign on | Yes |
| Data storage | Amazon Web Services – Sydney |
| Privacy standards | Australian Privacy Act |
| Limits on use | No user or client restrictions |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | Significant exposure to advisers through multiple AFSLs |