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.

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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.

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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 Support@adviserlogic.com for assistance. We appreciate your understanding that response times may be increased during this period.

 


AdviserLogic adds Praemium, OpenMarkets data feeds

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AdviserLogic has made it easier for you to access investment transaction data, after adding the data feeds of both Praemium and OpenMarkets.

Daily and automatic… what more could you ask for?

 

Read more at

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FPA Professional Congress – 2015

 

AdviserLogic is very excited to be coming to the FPA Professional Congress for the very first time!  Come and see us at our stand and have a chat with Phaedra Hackles, Marnie Page & Gayle Forster.

In addition to all sorts of AdviserLogic news, they’ll be happy to talk to you about AdviceSimplicity – an exclusive consulting, paraplanning and outsource service for AdviserLogic clients and OnPay, Australia’s easiest-to-use revenue management software!

Don’t forget to grab some crayons for the kids back home!


AdviserLogic launches API for greater integration

We have published an API (Application Programming Interface) that will allow other software applications to easily integrate with AdviserLogic.

This will allow our users to push and pull data to and from AdviserLogic from third-party applications to enrich the user experience.

Please email support@adviserlogic.com for more details on this exciting development!

See press at

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AFA 2015 National Adviser Conference

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AdviserLogic is very excited to be coming to the AFA 2015 National Adviser Conference for the fourth year running!  Come and see us at our stand and have a chat with Phaedra Hackles, Marnie Page & Gayle Forster.

In addition to all sorts of AdviserLogic news, they’ll be happy to talk to you about AdviceSimplicity – an exclusive consulting, paraplanning and outsource service for AdviserLogic clients and OnPay, Australia’s easiest-to-use revenue management software!

Don’t forget to grab some crayons for the kids back home!


AdviserLogic Launches Mobile AppS

Adviser Logic has recently launched a mobile App. The App is available for Apple products, androids, phones and tablets.  Daniel Gara, AdviserLogic head of development said “We have recognised the importance of mobility for our clients when they are dealing with clients.  Our App enables our clients to view their client files as well as creating them while on the go.  You can add file notes even when you aren’t in the office.  You can also access your AdviserLogic diary to check where you should be for your meetings.”

This allows advisers to access their AdviserLogic site, meaning that anything that could be done in the office, can now be completed on the road.

Check the Appstore and GooglePlay for “AdviserLogic Mobile”.

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AdviserLogic teams up with Rice Warner

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AdviserLogic has upgraded RiskLogic; its life insurance quoting and comparison module. RiskLogic now has a redesigned interface and a new research data provider, Rice Warner. Daniel Gara, AdviserLogic head of development said “We now include data on group insurance, industry fund insurance, platform super insurance and we can compare to legacy policies that includes what benefits are gained or lost.”

These enhancements will allow advisers to provide reliable and qualitative information to their clients to compare different products. The ease of using the tool and improved analysis has helped bringing out quick and better results, helping the company gain more trusted users.

See more at

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