What is AdviserLogic
AdviserLogic is an Australian financial services technology company which customises business solutions for Financial Planners and Risk Advisers.
We implement a customised technology solution with the goal of standardising a business’ processes. By adopting AdviserLogic we find our clients are able to increase productivity of their staff, the quality of their advice and identify the inherent opportunities in their client base.
What we believe about you
At AdviserLogic we have a belief in the inherent benefit financial advisers can bring to all Australians. Whether helping them to protect their families or grow their nest eggs, advisers play a crucial role in the betterment of their clients’ lives.
We understand the importance of regular, quality contact with clients and prospects. So, rather than letting advisers get bogged down in mundane tasks, we utilise technology to assist them in three key areas: delivering compliant advice, providing services efficiently, and maximising opportunities with clients and prospects.
How we better understand your needs
As former industry practitioners, we recognise ‘why’ and ‘how’ technology can assist advisers and are guided by these three objectives in all aspects of AdviserLogic’s development.
Volume of functionality has never been our goal. Rather, we have focused on ease of use. Our aim is to make components so simple that little to no training is required to benefit from them. If we can remove a click, we will. If we can redesign a form for easier access, we will.
Why AdviserLogic will be the core
Since AdviserLogic is intuitive and easily customised, it will become the central nervous system of a financial planning practice, rather than just another software add-on.
Our passion for simplicity has allowed us to develop a feature-rich end-to-end financial advisory application that is highly integrated both internally and externally, while earning industry recognition as the easy-to-use software option for advisers.
Manage Your Clients
An all-in-one end-to-end Client Relationship Management System. Search, sort and manage your clients all in one place. Your client’s data in the click of a finger.
Model Their Futures
Complete Cash Flow Modeling tool. Create detailed scenarios that neatly project your clients’ situation into the future.
Manage Your Workflow
Simple, comprehensive and efficient task framework. Create and assign one off tasks or build Threads to activate processes in sequence. Fully integrated reporting for deadline management
Powerful Statement of Advice, letter and general templating functionality. Integrated Wizard tools to generate neat, ready to use documents quickly and easily
Customisable fact finding
Extremely straightforward customisation capability. Create your own sections of the application unique to your login. Design your own fields and sections for segmentation, templating and CRM purposes
Fully web based
Forget about maintaining your own server along with all of the associated costs and risks. AdviserLogic is available anywhere, anytime from our high speed dedicated web servers.
Secure Document Vault with best practice encryption and backup facilities. Access important client documents remotely without the worry.
Create Reports across your Database simply and easily. Ensure that your client’s details are up to date and amend where needed to greatly increase compliance and the currency of your client base.
Practice Management Tools
Model Portfolio Management, Approved Product Listings, User Access Panels, Detailed Categorisation. All parts of AdviserLogic are synergistic and can be controlled and customised from an Administrative level.
Discover and take full advantage of targeted groups of clients by segmenting on specific sales criteria. Bring your value proposition to untested groups of clients or prospects in a logical and structured manner.
Live risk quoting
Use RiskLogic, our fully-integrated life risk research and quoting system powered by RiceWarner. Produce and present detailed comparison reports to allow for a streamlined sales process.
Find and define specific groups of clients and target them with customised email messages. Quickly, simply and easily market new business opportunities or expand your service offering to your desired client group.