DIFFERENT ROLES, DIFFERENT NEEDS

TWO INTEGRATED, FLEXIBLE SYSTEMS

LICENCEES

Making sure You are Protected

Comprehensive Compliance Management

When you use the AdviserLogic CRM, an Audit Trail is automatically produced that means that the decisions and actions captured in every email, phone call and meeting you have with your clients are recorded as a consumer-authorised action: your ‘positive advice intentions’ are transparent and recorded.

The only 1 business day service response guarantee in the industry

Service is in our DNA

You will be contacted re your query by one of our Service Champions within one business day of contacting us – or we'll give you 4 movie tickets.

The only Live Chat service option in our industry

Service is in our DNA

Efficient for you, efficient for us! Live chat is now a standard part of the Service offering in a lot of different industries – we’re the first to offer it in our industry. More proof that Service is a part of our DNA.

Save labour time & cost, reduce error & rework rates, improve Planner relationships

Painless Revenue Management

PayLogic is designed to do all this and more. Mitigate key person risk, simplify bank reconciliations, upload fee-for-service payment data from Xero, provide anywhere/anytime access. Go to our webpage for more information on this market leading management tool.

LOWEST TOTAL COST OF OWNERSHIP

FEES ARE JUST THE BEGINNING!

How much do you spend on external consultants ‘tweeking’ the system? How much cost and disruption is involved when you train up a new staff member? How many client-facing hours are lost due to the ‘clunkiness’ of the system you’re using now? AdviserLogic eliminates most of these ‘invisible’ costs and minimises the rest.

Initial & New-Hires Training / Minimal Single Point Risk

Intuitive interface means minimal training and reduced single point risk

AdviserLogic has won the Investment Trends Usability award 2014, 2015, 2016: intuitive systems require the least training time and support. With this in mind, we’ve also ensured that all our new users are properly supported: one-on-one and group webinars; YouTube videos; face-to-face training if required.

PLANNERS

By Advisers, For Advisers

We’ve been where you are

The founders of AdviserLogic were both planners – we’ve been where you are. Since we started building the system 10 years ago, our guiding design principle has been usability: what will make the Planner’s job easier, faster, more comprehensive? That’s where we continue to concentrate - and why we keep winning awards.

Ease-of-Use & Value-for-Money Awards

Investment Trends Awards – 3 Years Running

Our system was awarded the Ease-of-Use award by Investment Trends in 2014, 2015 and 2016. In 2015 and 2016 we won the Value-for-Money award. In 2016 we won the Overall award as well. Planners are the people who vote for these awards – we’re honoured that you’ve voted us into these prestigious awards.

The only 1-Day Service Response Guarantee in the industry

SERVICE IS IN OUR DNA

You will be contacted regarding your query by one of our Service Champions within one business day of contacting us – or we'll give you 4 movie tickets.

The only Live Chat service option in our industry

One Day Service Response Guarantee / Service DNA

Efficient for you, efficient for us! Live chat is now a standard part of the Service offering in a lot of different industries – we’re the first to offer it in our industry. More proof that Service is a part of our DNA.

Initial & New-Hires Training / Minimal Single Point Risk

Lowest Total Cost of Ownership

AdviserLogic has won the Investment Trends Usability award 2014, 2015, 2016: intuitive systems require the least training time and support. With this in mind, we’ve also ensured that all our new users are properly supported: one-on-one and group webinars; YouTube videos; face-to-face training if required.

Making sure You and your clients are Protected

Comprehensive Compliance Management

When you use the AdviserLogic CRM as designed, an Audit Trail is automatically produced that means that the decisions and actions captured in every email, phone call and meeting you have with your clients are recorded as a consumer-authorised action: your ‘positive advice intentions’ are transparent and recorded.

ACCOUNTANTS

Making sure your Clients are Protected

Comprehensive Compliance Management

Appropriately, the Corporations Act says that your clients should be protected from risks that they have not explicitly accepted: our system facilitates that protection. Our customisable Fact Finds and user-definable work flows ensure that the process you go through with your clients is comprehensive, structured and provides an Audit Trail that delivers confidence for all involved: “best interest” is not just lip service.

Making sure You are Protected

Comprehensive Compliance Management

When you use the AdviserLogic CRM as designed, an Audit Trail is automatically produced that means that the decisions and actions captured in every email, phone call and meeting you have with your clients are recorded as a consumer-authorised action: your ‘positive advice intentions’ are transparent and recorded.

FORMER ICAA PRESIDENT IS NON-EXECUTIVE CHAIRMAN

DAVID SMITH INAUGURAL CHAIRMAN

Mr Smith is a well-respected industry figure in accounting, software development and financial services circles; having created a successful software business including a leading SMSF administration platform that was sold to Solution 6 (now part of MYOB) in 1999. David also spent a number of years on the Board of CountPlus and was briefly CEO of Class Limited prior to its recent IPO.

The only 1-Day Service Response Guarantee in the industry

One Day Service Response Guarantee / Service DNA

You will be contacted re your query by one of our Service Champions within one business day of you contacting us – or we will provide you with a 50% credit on your next month’s subscription payment.

The only Live Chat service option in our industry

One Day Service Response Guarantee / Service DNA

Efficient for you, efficient for us! Live chat is now a standard part of the Service offering in a lot of different industries – we’re the first to offer it in our industry. More proof that Service is a part of our DNA.

Initial & New-Hires Training / Minimal Single Point Risk

Lowest Total Cost of Ownership

AdviserLogic has won the Investment Trends Usability award 2014, 2015, 2016: intuitive systems require the least training time and support. With this in mind, we’ve also ensured that all our new users are properly supported: one-on-one and group webinars; YouTube videos; face-to-face training if required.

SELF-LICENSED

Investment Trends Awards – 3 Years Running

Award-Winning Ease-of-Use & Value-for-Money

Our system was awarded the Ease-of-Use award by Investment Trends in 2014, 2015 and 2016. In 2015 and 2016 we won the Value-for-Money award. In 2016 we won the Overall award as well. Planners are the people who vote for these awards – we’re honoured that you’ve voted us into these prestigious awards.

By Advisers, For Advisers

Award-Winning Ease-of-Use & Value-for-Money

The founders of AdviserLogic were both planners – we’ve been where you are. Since we started building the system 10 years ago, our guiding design principle has been usability: what will make the Planner’s job easier, faster, more comprehensive? That’s where we continue to concentrate - and why we keep winning awards.

The only 1-Day Service Response Guarantee in the industry

Having a Life as Well / One Day Service Response Guarantee

You will be contacted re your query by one of our Service Champions within one business day of you contacting us – or we will provide you with a 50% credit on your next month’s subscription payment.

The only Live Chat service option in our industry

Having a Life as Well / One Day Service Response Guarantee

Efficient for you, efficient for us! Live chat is now a standard part of the Service offering in a lot of different industries – we’re the first to offer it in our industry. More proof that Service is a part of our DNA.

Making sure You are Protected

Comprehensive Compliance Management

When you use the AdviserLogic CRM as designed, an Audit Trail is automatically produced that means that the decisions and actions captured in every email, phone call and meeting you have with your clients are recorded as a consumer-authorised action: your ‘positive advice intentions’ are transparent and recorded.

Initial & Subsequent System Optimisation

Lowest Total Cost of Ownership

Unlike our major competitors – no cost to you. Our system is designed to be customised to your Advice process as easily as possible – there is no need for expensive external consulting support to fine tune hard-wired processes.

INSTITUTIONS

60+ Staff, More than 5 Years

Mature Offshore Development & Service Operation

Wholly-owned and based just south of New Delhi, the AdviserLogic IT and Service hub has been operating since 2011 and now includes dedicated specialist teams in System Design & Development, Testing, Transition / Data Migration, Templates, and Service Queries.. Indian staff include a number of CFPs , highly qualified staff, and a disciplined and defined management structure.

FORMER ICAA PRESIDENT IS NON-EXECUTIVE CHAIRMAN

DAVID SMITH INAUGURAL CHAIRMAN

Mr Smith is a well-respected industry figure in accounting, software development and financial services circles; having created a successful software business including a leading SMSF administration platform that was sold to Solution 6 (now part of MYOB) in 1999. David also spent a number of years on the Board of CountPlus and was briefly CEO of Class Limited prior to its recent IPO.

Making sure your Clients are Protected

Comprehensive Compliance Management

Appropriately, the Corporations Act says that your clients should be protected from risks that they have not explicitly accepted: our system facilitates that protection. Our customisable Fact Finds and user-definable work flows ensure that the process you go through with your clients is comprehensive, structured and provides an Audit Trail that delivers confidence for all involved: “best interest” is not just lip service.

Making sure You are Protected

Comprehensive Compliance Management

When you use the AdviserLogic CRM as designed, an Audit Trail is automatically produced that means that the decisions and actions captured in every email, phone call and meeting you have with your clients are recorded as a consumer-authorised action: your ‘positive advice intentions’ are transparent and recorded.

Save labour time & cost, reduce error & network rates, improve Planner relationships

Painless Revenue Management

PayLogic is designed to do all this and more. Mitigate key person risk, simplify bank reconciliations, upload fee-for-service payment data from Xero, provide anywhere/anytime access. Go to our webpage for more information on this market leading management tool.

Initial & Subsequent System Optimisation

Lowest Total Cost of Ownership

Unlike our major competitors – no cost to you. Our system is designed to be customised to your Advice process as easily as possible – there is no need for expensive external consulting support to fine tune hard-wired processes.

DIFFERENT ROLES, DIFFERENT NEEDS

TWO INTEGRATED, FLEXIBLE SYSTEMS

Access through any Device, Anytime, Anywhere (Desktop, Tablet, Mobile)

WHERE YOU WORK, HOW YOU WORK

Anywhere you can get internet access you can open your client records, add or edit new info and, with the mobile phone version, find which of your other clients are in the immediate vicinity using Google Maps.

LEVERAGE OUR UNIQUE DESIGN

VIDEO TUTORIALS

TAKE THE TOUR TO EXPERIENCE THE AWARD-WINNING USER INTERFACE

Work tools should help you get your core customer tasks done, not get in the way. The 'cure for clunky' is the award-winning AdviserLogic system that – designed by advisers, for advisers – starts with the best purpose-built on-the-cloud CRM on the market and then proceeds to deliver all the functionality you need. All this through the user interface that IFAs have voted as the best on the market – 3 years in a row.

what people say

TESTIMONIALS

Matthew Ross

AdviserLogic is a vital part of our business because it enables us to stay organised and efficiently take care of our clients. As we increase use of technology in our business, we know that AdviserLogic are listening to us and are available to help us implement improvements in our practice.

Matthew Ross

Matthew Ross, Managing Director, Roskow Independent Advisory

2016-06-24T10:54:30+00:00

Matthew Ross, Managing Director, Roskow Independent Advisory

Matthew Ross
AdviserLogic is a vital part of our business because it enables us to stay organised and efficiently take care of our clients. As we increase use of technology in our business, we know that AdviserLogic are listening to us and are available to help us implement improvements in our practice.

Peter Rheinberger

My decision to use AdviserLogic was driven by our need to have a dynamic, nimble, easy to understand advice, licensing and payment platform that would support a rapid growth business.
I would be happy to recommend AdviserLogic to peers who feel constrained by their existing software solutions.

Peter Rheinberger1

Peter Rheinberger, Managing Director, RFE Group

2016-11-02T04:46:46+00:00

Peter Rheinberger, Managing Director, RFE Group

Peter Rheinberger1
My decision to use AdviserLogic was driven by our need to have a dynamic, nimble, easy to understand advice, licensing and payment platform that would support a rapid growth business. I would be happy to recommend AdviserLogic to peers who feel constrained by their existing software solutions.

Adam Carey

My move to AdviserLogic has proven to be a very positive one. Not only is the software very user-friendly, but so is the support. The support team and the training sessions are excellent and make running our business so much easier. I would highly recommend Adviser Logic for anyone looking for a system that is simple to use and very affordable.

adam carey's

Adam Carey, Suncow Wealth

2016-11-02T04:52:00+00:00

Adam Carey, Suncow Wealth

adam carey's
My move to AdviserLogic has proven to be a very positive one. Not only is the software very user-friendly, but so is the support. The support team and the training sessions are excellent and make running our business so much easier. I would highly recommend Adviser Logic for anyone looking for a system that is simple to use and very affordable.

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