Search Result: adviserlogic

Nov
26

AdviserLogic releases digital SoA production suite

AdviserLogic has released its highly-anticipated, reimagined digital SoA production suite.

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Jul
09

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.

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Jul
03

AdviserLogic once again is the No. 1 software choice

AdviserLogic Group’s flagship product AdviserLogic awarded the Overall Satisfaction Software Award for the fourth year in a row by Investment Trends.

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Jan
30

AdviserLogic Group joins RegTech space with launch of AdviserLogic Dashboards

AdviserLogic Group has launched AdviserLogic Dashboards, empowering AFSLs to proactively monitor the compliance of their advisers in real time. For the first time, AFSLs are able to gain valuable insights from automatically-updated and configurable dashboards highlighting both areas of concern and opportunities in Compliance, Revenue, Investment & Insurance.  Data can be broken down at AFSL, state, practice and adviser levels giving users granular detail that has never before been seen. AdviserLogic Group CEO, Daniel Gara says “We’re bringing dealer compliance management to a whole new level by combining the sleek and modern design of Dashboards with gamified leaderboards and exception alerts.  Technology is finally empowering AFSLs to approach compliance proactively, […]

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Mar
07

AdviserLogic

Helping Australian Financial Advisers since 2008

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Nov
06

7 Australian fintech companies honoured in the 2019 Fintech100

Congratulations to those Australian companies that made the KPMG / H2 Ventures 2019 Fintech100.

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Nov
05

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.

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Jul
04

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.

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