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
“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.
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