With data, comes growth

Kevin Naing has been appointed Business Development Manager for AdviserLogic. Based in Sydney, Kevin will be working with the team to grow the market-presence of not only AdviserLogic and PayLogic, but also our new datafeed products. Kevin’s years of experience with InvestmentLink position him well to continue the rollout of our broad set of investment and insurance datafeeds to institutional dealer clients. “I am very excited…

Western Australia – AdviserLogic is back!

Romeo Kojic has joined the AdviserLogic team as Business Development Manager for Western Australia and South Australia. As part of our growth strategy and commitment to the west coast, we have recruited Romeo Kojic to represent AdviserLogic in Perth. “I’m thrilled to have joined such an innovative company.  There is a vibrant financial planning community in both WA and SA and I’m proud to be a part…

adviserlogic - overall satisfaction software

We did it…. Again!

We Did It… Again! The AdviserLogic Team can’t wipe the smiles off their faces! The 2017 Investment Trends Planner Technology awards^ have been announced, and AdviserLogic are the very proud winners of all 3 industry awards, being: Overall Customer Satisfaction for the second year; Ease of Use/Navigation, four consecutive years running; and Value for Money for the third year! AdviserLogic was ranked the highest in…

MailChimp now Integrated with AdviserLogic

We know how important marketing is to you and while we have lots of email functionality in AdviserLogic, MailChimp are the undisputed kings of email! So we are very excited to announce an integration between AdviserLogic and Mailchimp!  You’ll be able to create segmented email lists from AdviserLogic and synchronise them with your MailChimp account.  Info will feed back from MailChimp to AdviserLogic, too! This…

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

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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