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

Money Management  ifa
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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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AdviserLogic takes out two InvestmentTrends awards

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For the second year running, AdviserLogic has taken home the Ease of Use (Software) Award in the Investment Trends May 2015 Planner Technology Report (the Report). This year AdviserLogic also scored the Best Value for Money (Software) Award and registered the largest increase in planner satisfaction between 2014 and 2015.

“Financial planners are placing a premium on usability,” said Recep Peker, Head of Research for Wealth Management at Investment Trends. “They want to spend as much of their time facing clients as possible, both for acquisition and retention, and as a result want systems that are efficient and save them time.”

AdviserLogic Managing Director, Gundeep Sidhu, believes AdviserLogic’s pragmatic approach to software development is what makes it so easy for advisers to learn and to use.

“We also scored highly in the Report in terms of Customisability and User Interface and we believe this reflects the way we develop software,” he says. “In the development phase, we think about how advisers will actually use the software. We consider not only what will make their businesses more efficient but also what will help facilitate relationships with their clients. Customer relationship management is at the core of the software and all functionality is built around it.”

Mr Sidhu also says AdviserLogic understands that many advisers are small business owners and value for money is important for them.

“Small business owners face many challenges and costs are one of them,” he says. “We are therefore very pleased to be recognized as providing advisers the best value for money in adviser software.”

The Investment Trends May 2015 Planner Technology Report is based on an online survey of 892 financial planners.

 

Professional Planner

AdviceSimplicity is live!

We’re very excited to announce the launch of AdviceSimplicity!  AdviceSimplicity is a sister business of AdviserLogic and is dedicated to serving your outsource and consulting needs.  This way, you get to spend time doing what you love.

AdviceSimplicity gives you access to Australian-based paraplanning services (overseen by a CFP) as well as data-entry and other administrative services.

The consulting branch will work with you to develop business processes and implement them (through document templates, task workflows and other aspects of AdviserLogic).

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For more information, please visit AdviceSimplicity.com.au or email info@advicesimplicity.com.au

See press at:

financialobserver-finance-news-logoMoney Management   ifariskinfo