Adviser Logic

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.

 

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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