AdviserLogic
Financial Software · Australia · 51-200 Employees
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Overview
Headquarters
L 11 66 Clarence St, Sydney, New South W...Phone Number
+91 9830921418Website
www.adviserlogic.comRevenue
$11.7 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
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About AdviserLogic
AdviserLogic is a Sydney-based Australian financial planning software system, established in 2008. AdviserLogic was built with a Customer Relationship Management (CRM) tool at its core and customises holistic financial planning business solutions for financial planners and risk advisers with the goal of standardising advice practice processes. AdviserLogic helps improve adviser productivity and therefore quality of advice while also identifying inherent opportunities in the client base of individual financial advice practices. The CRM is fully integrated with the client fact find, assets/investment portfolio, liabilities, insurance needs analysis, cash flow modelling, portfolio management and statement of advice (SOA) production. AdviserLogic is the winner of the Ease of Use (Software) Award and the Best Value for Money (Software) Award in the Investment Trends May 2015 Planner Technology Report.Explore more
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AdviserLogic Tech Stack
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AdviserLogic is a Sydney-based Australian financial planning software system, established in 2008. AdviserLogic was built with a Customer Relationship Management (CRM) tool at its core and customises holistic financial planning business solutions for financial planners and risk advisers with the goal of standardising advice practice processes. Advi... Read More
