Take control of your practice with AdviserLogic, Morningstar’s award-winning* financial planning and practice management software.
Client-centric solutions
More than ever, independent advice is at the heart of empowering client success. Our award-winning solutions support the advice process by driving efficient business management, addressing compliance obligations, and increasing client connectivity.
Increase Efficiency
Automate tasks and reduce administrative burden with our practice management tools.
Strengthen Connectivity
Elevate client engagement by demonstrating the value of your advice. with Morningstar’s independent research and accessible reports.
Manage Compliance
Confidently address regulatory requirements with revenue software integration and templates for FDS production.
Awards
Ease of Use / Navigation – Investment Trends – 2014, 2015, 2016, 2017, 2018, 2019, 2020
Software: Overall Satisfaction – Investment Trends – 2016, 2017, 2018, 2019, 2020
*‘Investment Trends May 2020 Planner Technology Report, based on a survey of 693 financial planners’
| End User | Advisers |
| Advice Process Steps | Scoping of advice Goal Identification Assessment SOA preparation Implementation Review |
| Benefits | Seamless access to Morningstar data and research Process efficiency Improved Engagement Time saving Cost Reductions Compliance |
| Cost per user per annum | Dependent on number of modules and licenses |
| Time saving per client | Dependent on the size and complexity of the practice |
| Cost saving per client | Dependent on the size and complexity of the practice |
| Integration | Open architecture and seamless integration with over 2,000* web apps using Zapier |
| Website embedding | Yes |
| White labelled | Yes |
| System prerequisite | No system requirements |
| Single sign on | Yes |
| Data storage | Amazon Web Services |
| 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 |