AdviserLogic is delighted to ‘win the trifecta’ of key software awards in the Investment Trends 2016 Planner Technology Report

AdviserLogic is delighted to ‘win the trifecta’ of key software awards in the Investment Trends 2016 Planner Technology Report

AdviserLogic won the Overall Satisfaction, Ease of Use and Value for Money categories ……. Taking out 12 of the 25 satisfaction categories surveyed

Overall Satisfaction 2016
AdviserLogic is pleased to have achieved such strong results in the Investment Trends 2016 Planner Technology Report that were announced today.

“The positive response from IFAs to our software has been growing steadily over eight years of operation. We are delighted to win the trifecta of Overall satisfaction, Ease of Use and Value for Money.

“Having won the Ease of Use category for the third year in a row confirms to us that our approach to building intuitive software is working.“The Value for Money win is especially sweet as we are talking a lot with the market about the Total Cost of Ownership (TCO) factor in acquiring and operating software systems. Planners want a turnkey solution that does not unexpectedly turn into an extra layer of costs for third party customisation just to make it usable. Customising software hurts AFSL margins and cannot always be recouped from clients; clients are increasingly becoming allergic to higher costs for advice.

“It is not surprising that the Report talks about fee pressures and notes that many advisers are reviewing their software needs. They need value for money, pure and simple,” said Daniel Gara, Head of Product Development, AdviserLogic.

The 2016 Planner Technology Report is based on an online survey of 878 financial planners.

See press at

Money Management

API v4.0

AdviserLogic can connect!

We’ve published the latest version of our API. Among other enhancements, Version 4.0 includes dependents, health details and liabilities.

If you’re interested in getting a copy, please email


Former President of the Institute of Chartered Accountants joins AdviserLogic as a strategic consultant

David Smith will later join the Board as a Non-Executive Chairman

We have recently announced that Mr David Smith has been appointed as a consultant to the AdviserLogic Group. Mr Smith will be appointed to the Board as a Non-Executive Chairman in due course.

David Smith (2)

Mr Smith is a well-respected industry figure in accounting, software development and financial services circles; having created a successful software business including a leading SMSF administration platform that was sold to Solution 6 (now part of MYOB) in 1999. David also spent a number of years on the Board of CountPlus and was briefly CEO of Class Limited prior to its recent IPO.

He is currently also assisting a range of companies as consultant, Non-Executive Director or Non-Executive Chairman. Mr Smith was formerly Managing Partner of PKF (now BDO), Sydney and is a past President of the Institute of Chartered Accountants in Australia (now Chartered Accountants Australia+New Zealand). He was also an investor in and Non-Executive Chairman of a Life Risk Licensee that has since been absorbed into Macquarie Group.

We’re honoured that a person of David’s calibre has agreed to take on this very important role as we systematically move to the next level of corporate development; building on our more than eight years of success to date.

His expertise as a ‘steady and experienced hand’ will be critical to the AdviserLogic Group as we take advantage of the restructuring, disruption and aggregation that Financial Services and Accounting are experiencing at present and over the horizon.

Our team firmly believes that emerging specialist firms such as AdviserLogic require deep market experience from the likes of Mr Smith, as much as it needs the best software programmers.

Much discussion in our industry has been around the effects of FOFA, the demise and (we believe) resurgence of boutique players and rise of the bank models. No one foresaw that FOFA would encourage more non-aligned players, no less than that some banks would be selling off insurance businesses and streamlining their services back to branch level.

You need deep market knowledge and experience to navigate these types of changes.

Mr Smith will focus on Strategy and Governance for AdviserLogic as well as assisting with reviewing M&A prospects in the marketplace.

“A casualty of the post-FOFA market will be small or even mid-sized players that just offer similar services that are available down the road or over the internet. We see opportunities emerging from consolidation and, conversely, further disruption amongst product and service suppliers,” said Mr Smith.

Mr Gara expects to be announcing more senior appointments to the firm shortly

See press at

smsf adviserMoney Management

AdviserLogic is first to market with LiveChat support

We’re the first software group to offer an out-of-hours service to advisers
We’ve gone on to build our LiveChat feature after the success of existing support resources including HelpCentre (library of instructional articles) and video library on YouTube

We’re the first to the market with a LiveChat support facility for advisers and paraplanners to more conveniently connect to assistance during and after business hours.

“It’s surprising that it has taken the industry so long to meet the demand for out-of-hours contact between service providers and advisers. While we all aim for our services to be intuitive, that is no comfort if you are finishing an SOA late on a Friday evening and you just can’t get the outcome you want,” said Daniel Gara, Head of Product Development.

The demand for this online access is expected to mainly assist our clients:
• who need real-time assistance, but don’t need to phone in
• looking for help after-hours
• who need a record of what they’ve learned, but find that email lacks convenience

AdviserLogic offers LiveChat support service which will run until late each work-day evening. Having system-specialist support staff in another geographic location enables us to deliver a longer timeframe of support in the working week.


See press at


Bulk Fee Disclosure Statements Become a Reality

It’s here – the ability to generate all of your Fee Disclosure Statements at the click of a button!

Have you ever lost days manually generating your Fee Disclosure Statements? Well not anymore. In AdviserLogic you can now set your Disclosure Date, your Service Level and upload all of your revenue statements, leading to a one click option to generate your Fee Disclosure Statements as the become due.

Take a look at how easy they are by watching this tutorial

Key Appointment at AdviserLogic – Danni Millar, Client Advocate

Danni Millar

We are very excited to announce the addition of Danni Millar to Team AdviserLogic!  Danni will take on the newly-created role of Client Advocate.

As your business develops, Danni will be responsible for ensuring that you’re making the most of AdviserLogic and its many features and service offerings.  She will also be your voice with management, ensuring that we understand what challenges you’re facing and how we can help you thrive.

You can read about Danni’s considerable industry experience below.


About Danni:
A financial services professional with over 16 years’ industry experience, Danni Millar has worked in various roles including marketing manager for a large financial planning dealer group, business manager, trading floor assistant and business development manager in funds management. Danni has also worked in practice management for a large financial planning dealership and as an associate adviser within a boutique financial planning practice.

She ran her own consulting business for four years offering a wide range of consultative support including practice management, process design and implementation, organisational structure and client service advice and support. Most recently Danni worked as the transitions manager for Federation Alliance, an independent platform provider and was responsible for managing the transition of clients from existing service providers, ongoing account management and client servicing of her panel of advisers.

Danni has gained her experience within groups such as Blackrock, RI Advice, ICAP and ING and has also worked in the IFA space.

New Adviser Home

From tonight, AdviserLogic will formally launch its new look Adviser Home.

Benefits you’ll notice:

  • beautiful, modern design
  • easy to access and understand menus
  • full screen maximisation of widgets
  • ability to export data from widget to spreadsheet
  • ability to reorder data by column
  • ability to search widget by keyword

More details can be found in the relevant AdviserLogic Help Centre article.

For those of you who still need access to the old adviser home, for the next few months, we will keep this available for you. Simply navigate to Tools and make the appropriate one-click selection.

Statement of Advice – Version 4

We are excited to release our brand new standard Statement of Advice. It has been designed by resident compliance expert, Gayle Forster CFP, and is based on her research and the feedback of our users.

With a refreshed and updated look, along with added detail for your strategies, including more information around Best Interest’s Duty and other compliance requirements, we now make our Version 4 SoA available to you.

You will continue to have access to version three, however we encourage you to take a look at version four.

Don’t forget, you can create your own themes in Microsoft which can be applied to the document once it has been created. This gives you far greater control on fonts and colours.

We have already received great feedback from those who have started using the new document and look forward to hearing what you think.

AdviserLogic 2.0

Continuing on in our award-winning ways*, AdviserLogic is very excited to be releasing a bevy of user interface enhancements for AdviserLogic.

The first main stage is the complete redesign of the Adviser Home. With a more modern look and feel as well as enhanced functionality, we have already had unanimous praise from those who have tried it out.

In the next fortnight, we’ll see a complete revamp of the Client Home with more to come throughout this quarter.

Check out our video below (remember to click the maximise icon!)

* AdviserLogic won the Ease of Use (Software) Award from InvestmentTrends in 2014 and then again in 2015 (we’re still a bit proud…)

Merry Christmas & Happy New Year

To our wonderful clients and partners,

The team at AdviserLogic wish you a Merry Christmas and Happy New Year.

Merry Christmas_banner_AdviserLogic

Please note that we will be limited to a skeleton staff from the 21st of December until the 4th of January.

During that period, please email for assistance. We appreciate your understanding that response times may be increased during this period.