AdviserLogic empowers you to focus on your clients, not your technology.

Simple, powerful financial planning and practice management software.

Deliver more value to your clients more efficiently than ever before.

Being a financial adviser is challenging. Between staying on top of compliance obligations, educational requirements and growing your business, making time for your clients is more challenging than ever. Finding and implementing the right technology will enable you to optimise your business and refocus on delivering exceptional advice experiences to your clients.

AdviserLogic is designed to make financial planning more accessible and successful for everyone.

Simple, powerful tools to help run your business, deliver advice and build trust with your clients. So you can provide the exceptional client experiences that grow your business and put more people on the path to prosperity.

Backed by Morningstar’s extensive data and research–– analyse portfolios, research investments and substantiate advice to help your clients reach their goals.

Smart tools dramatically reduce the time needed to learn about your clients and think through their goals. Portfolio analytics help visualise trade-offs and find the best path forward.

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All the functionality you expect

CRM

Manage client data

Capture and use client data efficiently with AdviserLogic’s integrated CRM. Leverage comprehensive data feeds to automatically update client records.

PRODUCT

Research & compare products

Streamline meeting your best interests duty with access to extensive insurance, superannuation & investment product data comparisons.

CASH FLOW

Model scenarios

Conduct cash flow modelling with ease. Present results to clients in engaging visuals to make advice clear and understandable.

STRATEGY

Develop goal-based strategies

Create & compare multiple strategies which align to client goals & risk profile.

DIGITAL ADVICE

Generate advice documents

Automatically produce a digital Statement of Advice or Record of Advice as you select strategies, research & compare products and determine your recommendations.

CLIENT ENGAGEMENT

Enhance client engagement

In-built tools help you engage with clients and strengthen relationships.

PORTFOLIO

Monitor portfolios

See up-to-date client portfolio positions in a single view.

CLIENT REVIEW MANAGEMENT

Stay ahead of reviews

See all upcoming client reviews and actions required and set automatic alerts to ensure nothing falls through the cracks.

COMPLIANCE

Assistance with Fee Disclosure requirements

Reduce compliance burden with templates to streamline FDS production and opt-in management, and integration with our revenue management solution, PayLogic.

COMMUNICATION

Improve client communication

Powerful client communication tools help you delight and retain clients.

PRACTICE MANAGEMENT

Streamline workflows & reporting

Automate tasks, follow-ups and reminders. Gain visibility into your business’ operations and performance with in-built dashboards.

INTEGRATIONS

Easy integration with your favourite apps & providers

Access insurance, cash, loan superannuation & investment data. Integrate with over 3,000+ apps using Zapier.

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You’ve got your client’s back. We’ve got yours.

Trust is what Morningstar has always been about.

Methods to measure what matters

Access to the most knowledgeable professionals

A long-term view that connects money with personal goals.

See what our clients are saying

"Unfortunately, we spend 80% of our time doing paperwork and 20% of our time actually talking to and helping clients. We were able to use AdviserLogic to do our own plans which really cut down the cost of running a business and enabled us to take control of the full advice process."

Conaill Keniry, Financial Adviser | Director – What If Advice

"We have been using AdviserLogic for about 3 years and one of the unique ways that we use it in our practice is in the pre-engagement stage with new clients. It can be really powerful to use the Cashflow tool to basically just build out their existing situation so their status quo, helping them to understand the cashflow and helping them to understand where their money goes."

Stephanie Ferguson, Financial Adviser | Partner – Webster's Wealth Partners

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Our award-winning software empowers you to focus on your clients, not your technology.

Software: Best Digital Advice Process

2020

Software: Ease of Use / Navigation

2014, 2015, 2016, 2017, 2018, 2019, 2020

Software: Overall Satisfaction

2016, 2017, 2018, 2019, 2020

Software: Producing Simple Financial Plans

2018, 2019, 2020

Investment Trends 2020 Advice Technology Benchmark Report May 2020, Investment Trends May 2020 Planner Technology Report, based on a survey of 693 financial planners.

Experience The AdviserLogic Difference For Yourself

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