IFA

AdviserLogic – Gold Sponsor ifa Excellence Awards 2016

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. Daniel Gara and Marnie Page will both be making award presentations. If you’re going to be there, come and say hi!

Overall-Satisfaction-2016

AdviserLogic is delighted to ‘win the trifecta’ of key software awards in the Investment Trends 2016 Planner Technology Report

AdviserLogic is delighted to ‘win the trifecta’ of key software awards in the Investment Trends 2016 Planner Technology Report AdviserLogic won the Overall Satisfaction, Ease of Use and Value for Money categories ……. Taking out 12 of the 25 satisfaction categories surveyed AdviserLogic is pleased to have achieved such strong results in the Investment Trends 2016 Planner Technology Report that were announced today. “The positive…

blog-02

Key Appointment at AdviserLogic – Danni Millar, Client Advocate

We are very excited to announce the addition of Danni Millar to Team AdviserLogic! Danni will take on the newly-created role of Client Advocate. As your business develops, Danni will be responsible for ensuring that you’re making the most of AdviserLogic and its many features and service offerings. She will also be your voice with management, ensuring that we understand what challenges you’re facing and…

blog-31

AdviserLogic takes out two InvestmentTrends awards

For the second year running, AdviserLogic has taken home the Ease of Use (Software) Award in the Investment Trends May 2015 Planner Technology Report (the Report). This year AdviserLogic also scored the Best Value for Money (Software) Award and registered the largest increase in planner satisfaction between 2014 and 2015. “Financial planners are placing a premium on usability,” said Recep Peker, Head of Research for…

Page 1 of 3112345...102030...Last »