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
| 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 |