AFA Conference 2014


The AdviserLogic Team had a great time at the 2014 AFA Conference in Cairns.  In the attached photo, sporting our snazzy new corporate shirts, you can see Phaedra, Gayle, Daniel & Michael.

For the third year running, we were gifting boxes of crayons (see Daniel’s hand). For the third year running, they were all snapped up!

We really enjoyed getting the chance to chat to so many AdviserLogic users and make many new friends.  Thanks to the AFA for putting on such a great event!


SuperRatings for super fund comparison

AdviserLogic has closed a deal with SuperRatings that will initially see SuperRatings superannuation comparison service made available as a trial to all AdviserLogic users.  Over the coming months, this service will be fully integrated with AdviserLogic in a similar fashion to our RiskLogic component.

We’ll advise users as the service and integration become available.

You can see the write-up in Financial Observer, IFA, AdviserVoice and Money Management


Category Reordering and Hiding

This is not a monumental enhancement.  Just one of those little ones that go towards winning us awards such as the Investment Trends Ease of Use Award 2014. OK, shameless self promotion is over (for now).

In AdviserLogic, we let you set your own Categories.  Client Categories, Task Categories, Document Categories, File Note Categories and many, many more.  This is a great feature that lets you customise certain aspects of the application very easily.  However, over time, it may require a bit of a clean up.  So we’ve built two little features into Tools>Categories to help you.

Feature 1 – Category Reordering

The categories you create simply get added to the list in the order in which they’ve been added.  This isn’t always ideal.  No longer a problem – you can just drag and drop the categories into the order you’d like to see them

Feature 2 – Category Hiding

Let’s say you created a Client Category called 2013 Investors Conference Lead.  You may still have prospects listed in the system for whom this category is appropriate, but you’ll never be applying the category to any client in the future.  So the hide function let’s you hide this as an option for all client files unless it is already selected somewhere.


Two simple features that make the AdviserLogic cleaner and easier to use.

AdviserLogic wins Investment Trends Award!

AdviserLogic is very pleased to announce that we have won the Ease of Use award for 2014 in InvestmentTrends Planner Technology Report

Advisers have ranked financial planning software AdviserLogic number one for usability in the 2014 Investment Trends Planner Technology Report.

Commenting on the result, AdviserLogic managing director Gundeep Sidhu said AdviserLogic won the award due to its being designed from an adviser perspective to help advisers cope with the day-to-day functions of providing advice.

“Our goal from day one was to not only help make life more efficient and compliant for advisers and their staff, but to also help them identify more opportunities within their existing client base,” Mr Sidhu said.

“We created AdviserLogic to make Customer Relationship Management the central hub and everything else is built around it. We believe this is what makes it so easy for advisers to use and adapt as a key tool,” he said.

 The report, which surveyed 1,038 financial advisers on usability, found 73 per cent of AdviserLogic clients said the software was good or very good in terms of ease of use.

“Our understanding of how advisers work, the roadblocks they can face, their day-to-day needs and the importance of when they need it are things we continually look to improve,” Mr Sidhu said.

He said advisers find AdviserLogic an easy system to learn, which makes a “huge difference” when managing evolving relationships with a large number of clients.

“They quickly acquire the knowledge required to use the system correctly which means they are forming the correct habits in relation to compliance and day-to-day handling of data,” Mr Sidhu said.

As seen in IFA

AdviserLogic Award

Integrated View

AdviserLogic has a highly developed suite of practice management tools including

  • Tasks (which can have notes and files attached to them)
  • File Notes (which can have files attached to them)
  • Document Vault
  • Diary

This lets you store a variety of client data in different ways.  However, sometimes you just want to see it all together.

Hence, we’ve created a new feature known as Integrated View.  It brings all of these onto a single screen, allowing you to easily run a keyword search across all sections of the client file.  It just makes life easy.


Addition to the team in VIC

AdviserLogic welcomes a new Sales Manager to the team!

Peter Kennedy is based in Melbourne and shall represent AdviserLogic in both Victoria and Tasmania.  Peter has many years of experience in banking and finance as well as the financial planning industry.  His insights are highly-valued and we know you’ll make him feel very welcome.

The inclusion of Peter in the AdviserLogic team comes in addition to our Sydney head office staff and Perth and Brisbane-based sales managers thus broadening AdviserLogic’s on-the-ground presence around Australia.

Zurich Risk Datafeed

We’re really excited to announce that we are now receiving a risk insurance policy datafeed from Zurich.  If you’re interested in improving your practice efficiency by getting this, please contact us on!


You can see the press about this development by clicking on the magazine logos below:

riskinfo AdviserVoice FinancialStandard

Client List Widgets

Are you running a campaign? Is it that time of year? Do you have an upcoming seminar?

Wouldn’t it be helpful to be able to keep a specific list of clients in a widget on the Adviser Home?

Well, now you can.  Client List Widgets let you define and view a particular segment of clients on your Adviser Home.  When you’re finished, you may simply untick the widget to remove it from your screen.

See Customise Adviser Home>Add>Client Search Groups

Risk – Inside Out

RiskLogic has had the first two in a series of upcoming enhancements.


Term Inside, TPD Outside Super

You’ve now got the ability to quote for combined insurance where the Term portion sits inside Retail Super or SMSF and the TPD portion sits outside of the superannuation environment.

Basic, Superior

When quoting for Trauma and Income Protection together, you can now select basic or superior status for each portion separately – rather than having to select both as Basic or both as Superior.