No-fuss Revenue & Risk Management
Shield your client’s finances from risk with this user-friendly software. Fully integrable with the AdviserLogic interface or able to be purchased separately, PayLogic is your solution to confusing and time-consuming revenue management systems. Manage data and analyse metrics to recognise trends, and create risk management strategies. Your processes will be so thorough, yet simple to convey to your client, that they will quickly become returning customers year after year.
Enjoy seamlessly streamlined information for efficient processing of data. Manual input will be a thing of the past with PayLogic’s fully integrable, cloud-based systems.
- Upload your Fee-for-Service payments from Xero.
- Revenue statements emailed directly into the system for faster processing.
- Data feeds directly into AdviserLogic.
- No need to manually key in your existing distribution structure; it will import automatically.
Features that Instigate Action
Get your work done quicker with these time-saving tools. Impress your clients with solid results by gaining no-fuss access to information that’s easy to read, analyse and transform into actionable insights.
- ABA file generation.
- Bank reconciliation.
- Database segmentation.
- Map one, map all function.
Revel in the convenience of using PayLogic for painless revenue management. Know that you can access it on-the-go, that private information remains secure at all times, and that risky business is a thing of the past.
- Mitigate key person risk.
- Add unlimited user accounts for straightforward team collaboration.
- Easily upload zipped and password protected files.
- Access anywhere, anytime with cloud-based mobile and tablet compatible interfaces.
The AdviserLogic Suite of Products
Standout features at a glance
- Ability to customise any of our products to suit your needs.
- Ability to build and maintain totally unique custom products.
- API compatible with dozens of third-party applications.
- All products integrate as a seamless suite, can be used separately or with other CRM’s.
- Salesforce-oriented product development plans.
- Servers based at AWS Sydney.
- Backups several times per day – AWS & Google Cloud.
- Regular third-party penetration testing.
- Two Factor authentication.
Financial Planning Tools
- Risk Insurance.
- Superannuation research.
- Cash Flow modelling and projections.
- Sophisticated template coding.
- SoA wizard tools.
- Default product advice.
- Investment reporting.
- iOS and Android apps.
- Client Login feature.
- Bulk RoA tool.
- Bulk FDS tool.
- Automatic FOFA Opt-in management (via SMS and/or email).
- FDS tool.
- AFSL Console (allowing dealer overview of adviser activity).
- Model Portfolio, APL, Risk Profiler management.
- Training webinars.
- In-house training.
- Training videos.
- Help Centre articles.
- Live Chat help.
- Phone & email assistance.
What our clients think
"AdviserLogic Consulting made a considerable effort to get to know our business and how we like to operate. We’d been struggling to find the time to devote to constructing all the workflows needed to support our processes, and she kindly stepped in to assist. The workflows AdviserLogic Consulting built were terrific. They were logical and comprehensive, and they’ve proved very instructive to us in the time since, as we have gone on to develop workflows of our own, integrating many of Danni’s ideas."
Anne Farrell | Office Manager, 5 Financial
"As a small licensee with 8 advisers it was important to find a revenue system that offered both flexibility and ease of use for the admin and advisers. After transitioning from our prior non cloud based system our import times have significantly reduced from over a day to now being able to import and pay our advisers within 3 hours."
Daniel Renneberg | Austplan Pty Ltd
"AdviserLogic has exceeded our expectations. We can now provide our clients with a fast and efficient service including client logons that display accurate investment details."
Angelo D’Ambrosio | ADA Group
"Business is great and AdviserLogic has had a lot to do with that. I haven’t had any problems and it has been very easy for our new support person to pick up and run with!"
Sam Harrington | Llenpart Financial Synchron
"The continued ongoing development of the system is exceptional and we love the way that they listen and incorporate changes into the platform that are relevant to our practice as ‘everyday’ users of the system."
Claire Masiello | Wealth Merchants Australia
"You’re quick and efficient with our requests regardless of the little lead time we give."
Helen Ruano | Millennium 3
"Our experience with AdviserLogic has been collaborative, the AdviserLogic team are very good at listening, learning and adapting to the needs of practitioners in the advice arena."
Peter Rheinberger | Managing Director, RFE Group
"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 | Managing Director, Roskow Independent Advisory