Adviser Logic

The founders of AdviserLogic were financial planners. The guiding design principle has been usability: to make the Planner’s job easier, faster, more comprehensive. AdviserLogic recently won all three awards for the Investment Trends Planner Technology Awards 2017 including Overall Satisfaction: Software, Ease of Use/Navigation: Software, Value for Money: Software

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End User Advisers
Advice Process Steps Scope
Goals
Assessment
SOA
Implementation
Review
Benefits Process efficiency
Engagement Uplift
Time saving
Cost Reductions
Compliance
Cost per user per annum $5000
Time saving per client More than 3 hours per client
Cost saving per client $500-$1000
Integration Open architecture but as a competing financial planning software it does not integrate with competitors
Website embedding Planned
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