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InterPrac selects PayLogic

InterPrac Financial Planning has signed a new agreement with software provider AdviserLogic to use its revenue management software, PayLogic. Under the agreement, AdviserLogic’s software would be used to process payments to over 200 advisers and referrers within Interprac’s network each fortnight, according to a statement. Commenting on the new deal, InterPrac national practice manager Michael Gershkov said the dealer group had a long-standing relationship with…

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Processes. Is it time yours are documented?

Processes.  Is it time yours are documented? You’re really cooking with gas now!  You powered through the first quarter of 2017.  You know your Client Value Proposition, you have a quality, hard-working staff, you’re working with referral sources, your office is swish and you’re doing what you do so well ie. taking care of your clients. BUT have you taken the time to review your…

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Key Appointment at AdviserLogic – Nadia Docker, Business Development Manager

We are excited to announce that, as part of our business development strategy, AdviserLogic will have a permanent BDM based in Melbourne.

Nadia developed a broad skill base during her time at both AAP and Affinia. As she joins AdviserLogic …Read More

Group of businessman and businesswoman holding teamwork signs. Flat design people characters.

What if all the jobs are gone?

This piece was originally published in    Just to be clear, I’ve only got questions in this piece. If you’re looking for answers, I encourage you to get in touch with me so we can discuss this, at length, over a drink. The conventional wisdom of financial planning goes something like this: 1. Young, educated client has salary and no assets. Adviser helps them protect…

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The quiet revolution in Revenue Management

Reconciling fee and commission payments for advisers can cost much less time and money than you’re currently spending – if you’re using the right technology.
Licensees have always been looking to use technology and smart systems to improve quality and efficiency in their businesses. Handling commission and fee payments for their advisers is one of the major back office operations that is due for a revolution! …Read More

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