Australian FinTech company profile #34 – AdviserLogic Group
AdviserLogic Group is a provider of financial planning, revenue and AFSL management software, fund data and consulting services.
7 Australian fintech companies honoured in the 2019 Fintech100
Congratulations to those Australian companies that made the KPMG / H2 Ventures 2019 Fintech100.
Morningstar buys adviser software firm in Australia
Morningstar has agreed to acquire Australian adviser software firm AdviserLogic for an undisclosed the price but settling by the end of this month.
The changing face of financial advice
Open banking platform Basiq and CRM software provider AdviserLogic have partnered to solve this issue and improve the way financial advice is given.
The finalists of the 2019 Fintech Business Awards have been announced
The finalists of the 2019 Fintech Business Awards have been announced. Congratulations and good luck to all the finalists – both individuals and companies.
BGL announces integration with fintech firm
SMSF software provider BGL Corporate Solutions has integrated with a financial software firm that provides research tools for financial advisers. BGL managing director Ron Lesh said the integration will enable users of AdviserLogic to authorise the software firm to extract data from Simple Fund 360. “AdviserLogic has a suite of software products built to assist financial advisers, licensees, brokers, corporate authorised representatives, software providers and AFSLs holder to prosper,” said Mr Lesh. AdviserLogic chief executive Daniel Gara said AdviserLogic is committed to its direct data feed product DataLogic, which has now grown to include dozens of platforms, fund managers, stock brokers and insurers. To read more, please click on […]
Younger advisers drive digital client engagement
Financial planners are increasingly looking for digital means to engage clients, latest Investment Trends research shows. The majority (88%) of advisers are strengthening their client relationships using technology-based solutions to interact and disseminate information, this year’s Planner Technology Report found. The younger generation of planners are driving the digital client experience trend, starting with virtual client meetings. Investment Trends research director Recep Peker said this group expects tablet-enabled client meetings and the use of interactive modelling tools during client meetings to become the norm. Peker added the results provide an opportunity for platforms and planning software providers to collaborate with planners. “Technological advancement is rapidly increasing consumer expectations, a so-called […]
