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
We hope 2017 is off to a great start and that you are starting to get moving for the year. We are certainly noticing a lot of activity amongst our users wanting to use their technology better to get their businesses running like well-oiled machines! Technology can provide you with a huge amount of support, but the trick is understanding firstly what it is you are trying to achieve, and then figuring out how to streamline that given the tools and resources you have available within your practice….Read More
AdviserLogic is having great success with our marketing efforts and our existing sales team is stretched! We’re seeking three new salaried staff.
1. Senior Sales Manager – Melbourne
2. Senior Sales Manager – Perth
3. Business Development Officer – Sydney CBD …Read More
In line with our strong commitment to independent financial advice, AdviserLogic is proud to be a Gold Sponsor of the ifa Excellence Awards 2016.
We’re very excited that many long-time AdviserLogic users have been nominated across a range of award categories….Read More