Take control of your practice with AdviserLogic, Morningstar’s award-winning* financial planning and practice management software.
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.
Automate tasks and reduce administrative burden with our practice management tools.
Elevate client engagement by demonstrating the value of your advice. with Morningstar’s independent research and accessible reports.
Confidently address regulatory requirements with revenue software integration and templates for FDS production.
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’
|Advice Process Steps||Scoping of advice
|Benefits||Seamless access to Morningstar data and research
|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|
|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|