AdviserLogic

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’

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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