6Feb New AdviserLogic Sales Manager WA/SA

AdviserLogic is pleased to announce the appointment of Michael Jobbins to the role of Sales Manager for Western Australia and South Australia.

Read more about the appointment in Wealth Professional and AdviserVoice.

WPAV

Posted in Press

16Jan AdviserLogic in the Press – Money Management

20140116MoneyManagement

Posted in Press

16Jan AdviserLogic in the Press – Financial Observer

20140116FinancialObserver

Posted in Press

20Dec Seasons Greetings From AdviserLogic

christmasTo all our friends,

Thanks so much for being a part of AdviserLogic in 2013.  We truly appreciate your support and look forward to working with you in 2014.

We hope the coming year brings you and your families success and happiness and that you enjoy a well-earned Christmas break.

Warm Regards,

Team AdviserLogic

Posted in Uncategorised

13Dec RiskLogic – Similarities & Differences

simdif

You know when you’re comparing the features of a few risk insurance products and you just want a simple table showing you what the similarities and differences of the products are?

This is now a standard feature of AdviserLogic!  Run a Portfolio Quote in RiskLogic and you’ll notice a Differences button.  Clicking it will display the report along with another button to download it as a pdf.

Let us know what you think!


Posted in New Feature

3Dec Drag and Drop File Uploading is here

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You can now drag and drop files from your computer onto AdviserLogic and they will be uploaded straight to the Document Vault!

No need to click Document Vault, Add, Browse, Select File, Click Open

Just drag the file from your computer onto the Adviser Home or Client Home and the file will be uploaded!  It is that easy.

Remember, this is HTML5 technology and is designed to be used in compliant browsers such as our preferred web browser, Google Chrome.

Posted in New Feature

11Oct An all new look

You will notice a new look for AdviserLogic!

Enhancements include

  • a new, modern colour scheme
  • a more consistent design
  • a fresher font set
  • the amalgamation of client/partner tabs for several Fact Finder sections
  • vastly simplified addition of managed funds in Portfolio

clienthome

We will be making a number of other changes in the coming days that are intended to bring all of AdviserLogic into a consistent design and simplify data entry and retrieval.

As always, removing unnecessary clicks and making your experience a more efficient one is a key goal for Team AdviserLogic.

Remember to use Google Chrome for faster page rendering!

Posted in Usability Enhancement

10Oct AFA National Conference TWENTY13

AdviserLogic is really pleased to be back as an exhibitor at the AFA Conference this year and we are looking forward to seeing you!

Questions and Answers signpostFor the uninitiated

We’ll be running regular demos of Australia’s easiest-to-use financial planning software during morning tea, lunch and afternoon tea. Stop by and see what all the fuss is about.

For the regulars

We have some exciting new features to show you and will be discussing ways that you can further engage with the software and our team. Come by anytime for a chat!

But wait there’s more!

We’ll be giving 13 lucky entrants to our business card drop a beautiful bottle of Penfolds Shiraz!

Can’t wait? Want to find out more now?

Try downloading our brochure, checking out www.adviserlogic.com, emailing info@adviserlogic.com or calling us on 02 8226 8670.

Posted in Uncategorised

26Sep EmailLogic – the premier email uploading option

email uploadWhat are you using for email? Outlook 2007, 2010, 365? Gmail, Hotmail, iPad, Apple Mail, Android? Anything else?

The great news is that now, no matter which email system you’re using, you can upload emails to AdviserLogic! No need to download, install or update any special programs. Just forward the email to a special email address that lucky AdviserLogic users will be given! How good is that?

Seriously. How good is that?

Posted in New Feature

18Sep IOOF Data Feed has arrived!

ioof

We are very pleased to announce that all holders of Investment and Comprehensive Adviser Licences are now entitled to receive the new automatic daily data feed!

Like with other platforms, your clients’ investment holdings will be updated every night, giving you up to date information inside of AdviserLogic without the need to resort to any manual file uploads or data entry.

This is a great improvement on the previous system and we thank IOOF for their support.

Posted in Usability Enhancement